Addison Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Addison Advisors LLC
- $336 Million
- Q4 2024
A detailed history of Addison Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Addison Advisors LLC holds 276 shares of SCHB stock, worth $5,986. This represents 0.0% of its overall portfolio holdings.
Number of Shares
276
Previous 92
200.0%
Holding current value
$5,986
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$386 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$249 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$194 Million19.23% of portfolio