Capital A Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Capital A Wealth Management, LLC
- $60.2 Billion
- Q4 2024
A detailed history of Capital A Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 181 shares of SCHB stock, worth $4,155. This represents 0.01% of its overall portfolio holdings.
Number of Shares
181Holding current value
$4,155% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
445MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$532 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$408 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$263 Million19.46% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$234 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$214 Million13.85% of portfolio