Your Advocates Ltd., LLP Schwab Strategic Tr Us Broad M Transaction History
Your Advocates Ltd., LLP
- $199 Million
- Q1 2025
A detailed history of Your Advocates Ltd., LLP transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Your Advocates Ltd., LLP holds 17,976 shares of SCHB stock, worth $383,787. This represents 0.19% of its overall portfolio holdings.
Number of Shares
17,976
Previous 17,924
0.29%
Holding current value
$383,787
Previous $406,000
4.68%
% of portfolio
0.19%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,275Shares Held
479MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% 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