Mba Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Mba Advisors LLC
- $198 Million
- Q4 2024
A detailed history of Mba Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mba Advisors LLC holds 171,517 shares of SCHB stock, worth $3.68 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
171,517
Previous 55,926
206.69%
Holding current value
$3.68 Million
Previous $3.72 Million
4.65%
% of portfolio
1.97%
Previous 1.8%
Shares
16 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
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