Financial Services Advisory Inc Schwab Strategic Tr Us Broad M Transaction History
Financial Services Advisory Inc
- $422 Million
- Q4 2024
A detailed history of Financial Services Advisory Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Services Advisory Inc holds 1,097,994 shares of SCHB stock, worth $23.8 Million. This represents 5.91% of its overall portfolio holdings.
Number of Shares
1,097,994
Previous 372,686
194.62%
Holding current value
$23.8 Million
Previous $24.8 Million
0.54%
% of portfolio
5.91%
Previous 6.06%
Shares
13 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