Olistico Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Olistico Wealth, LLC
- $164 Billion
- Q3 2024
A detailed history of Olistico Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Olistico Wealth, LLC holds 295 shares of SCHB stock, worth $6,593. This represents 0.01% of its overall portfolio holdings.
Number of Shares
295
Previous 1,103
73.25%
Holding current value
$6,593
Previous $69.4 Million
71.64%
% of portfolio
0.01%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$473 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$138 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$105 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$85.5 Million18.64% of portfolio