Capital Advisors Inc Schwab Strategic Tr Us Broad M Transaction History
Capital Advisors Inc
- $4.88 Billion
- Q4 2024
A detailed history of Capital Advisors Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital Advisors Inc holds 89,973 shares of SCHB stock, worth $1.95 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
89,973
Previous 33,814
166.08%
Holding current value
$1.95 Million
Previous $2.25 Million
9.2%
% of portfolio
0.04%
Previous 0.05%
Shares
30 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