Warm Springs Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History
Warm Springs Advisors Inc.
- $132 Billion
- Q3 2025
A detailed history of Warm Springs Advisors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Warm Springs Advisors Inc. holds 52,180 shares of SCHB stock, worth $1.35 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
52,180Holding current value
$1.35 Million% of portfolio
1.02%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