Yorktown Management & Research CO Inc Schwab Strategic Tr Us Broad M Transaction History
Yorktown Management & Research CO Inc
- $86.9 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,271Shares Held
480MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$379 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$199 Million13.85% of portfolio