Everstar Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Everstar Asset Management, LLC
- $141 Billion
- Q4 2024
A detailed history of Everstar Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Everstar Asset Management, LLC holds 65,860 shares of SCHB stock, worth $1.33 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
65,860
Previous 24,326
170.74%
Holding current value
$1.33 Million
Previous $1.62 Billion
7.61%
% of portfolio
1.06%
Previous 1.11%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,268Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$360 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio