Axiom Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History
Axiom Advisory, LLC
- $10.9 Billion
- Q3 2024
A detailed history of Axiom Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Axiom Advisory, LLC holds 29,505 shares of SCHB stock, worth $632,587. This represents 0.02% of its overall portfolio holdings.
Number of Shares
29,505
Previous 28,942
1.95%
Holding current value
$632,587
Previous $1.82 Million
7.86%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,269Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio