D'Orazio & Associates, Inc. Schwab Strategic Tr Us Broad M Transaction History
D'Orazio & Associates, Inc.
- $703 Million
- Q3 2024
A detailed history of D'Orazio & Associates, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 16,584 shares of SCHB stock, worth $390,387. This represents 0.16% of its overall portfolio holdings.
Number of Shares
16,584
Previous 16,505
0.48%
Holding current value
$390,387
Previous $1.04 Million
6.36%
% of portfolio
0.16%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,186Shares Held
210MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$485 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$142 Million46.75% of portfolio