Envision Financial LLC Schwab Strategic Tr Us Broad M Transaction History
Envision Financial LLC
- $125 Billion
- Q4 2024
A detailed history of Envision Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Envision Financial LLC holds 44,516 shares of SCHB stock, worth $1.02 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
44,516Holding current value
$1.02 Million% of portfolio
0.81%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,186Shares Held
184MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$474 Million4.26% of portfolio
-
Hb Wealth Management, LLC6.51MShares$150 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$88 Million18.64% of portfolio
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Scs Capital Management LLC Boston, MA3.78MShares$87 Million5.07% of portfolio