Sja Financial Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History
Sja Financial Advisory, LLC
- $146 Million
- Q3 2024
A detailed history of Sja Financial Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 5,044 shares of SCHB stock, worth $117,323. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,044
Previous 5,012
0.64%
Holding current value
$117,323
Previous $315,000
6.35%
% of portfolio
0.23%
Previous 0.23%
Shares
15 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.6 Million2.16% of portfolio