Horan Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Horan Wealth, LLC
- $635 Billion
- Q3 2025
A detailed history of Horan Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Horan Wealth, LLC holds 517,585 shares of SCHB stock, worth $13.4 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
517,585
Previous 482,739
7.22%
Holding current value
$13.4 Million
Previous $11.5 Billion
15.68%
% of portfolio
2.1%
Previous 3.52%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,386Shares Held
493MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA15MShares$386 Million22.94% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio