Financial Architects, Inc Schwab Strategic Tr Us Broad M Transaction History
Financial Architects, Inc
- $657 Million
- Q2 2023
A detailed history of Financial Architects, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Architects, Inc holds 514,526 shares of SCHB stock, worth $11 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
514,526
Previous 511,757
0.54%
Holding current value
$11 Million
Previous $24.5 Million
8.63%
% of portfolio
4.05%
Previous 3.96%
Shares
26 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$192 Million19.23% of portfolio