Wealthfront Advisers LLC Schwab Strategic Tr Us Broad M Transaction History
Wealthfront Advisers LLC
- $38.2 Billion
- Q2 2025
A detailed history of Wealthfront Advisers LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthfront Advisers LLC holds 56,360,948 shares of SCHB stock, worth $1.45 Billion. This represents 3.52% of its overall portfolio holdings.
Number of Shares
56,360,948
Previous 58,426,349
3.54%
Holding current value
$1.45 Billion
Previous $1.26 Billion
6.77%
% of portfolio
3.52%
Previous 3.6%
Shares
27 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio
-
Evensky & Katz LLC8.78MShares$226 Million12.78% of portfolio