Evolution Advisers, Inc. Schwab Strategic Tr Us Broad M Transaction History
Evolution Advisers, Inc.
- $183 Million
- Q4 2024
A detailed history of Evolution Advisers, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Evolution Advisers, Inc. holds 4,828 shares of SCHB stock, worth $107,085. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,828
Previous 1,518
218.05%
Holding current value
$107,085
Previous $100,000
9.0%
% of portfolio
0.06%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$394 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$254 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$226 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$207 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$198 Million19.23% of portfolio