Magnolia Capital Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Magnolia Capital Advisors LLC
- $192 Million
- Q4 2024
A detailed history of Magnolia Capital Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 11,598 shares of SCHB stock, worth $273,712. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,598
Previous 3,548
226.89%
Holding current value
$273,712
Previous $236,000
11.44%
% of portfolio
0.14%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,190Shares Held
231MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$486 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$143 Million46.75% of portfolio