Olistico Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Olistico Wealth, LLC
- $172 Billion
- Q4 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 887 shares of SCHB stock, worth $20,560. This represents 0.01% of its overall portfolio holdings.
Number of Shares
887
Previous 295
200.68%
Holding current value
$20,560
Previous $19.7 Million
2.33%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,263Shares Held
445MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$537 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$412 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$266 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$237 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$216 Million13.85% of portfolio