Round Rock Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Round Rock Advisors, LLC
- $483 Million
- Q4 2024
A detailed history of Round Rock Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Round Rock Advisors, LLC holds 9,098 shares of SCHB stock, worth $215,167. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,098
Previous 3,028
200.46%
Holding current value
$215,167
Previous $201,000
2.49%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,258Shares Held
442MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$548 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio