Beacon Investment Advisory Services, Inc. Schwab Strategic Tr Us Broad M Transaction History
Beacon Investment Advisory Services, Inc.
- $2.29 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,263Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$400 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$258 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$230 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$210 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$201 Million19.23% of portfolio