Vision Point Advisory Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 18,840 shares of SCHB stock, worth $486,448. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,840
Previous 18,840
-0.0%
Holding current value
$486,448
Previous $448,000
8.04%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,376Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio