West Paces Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History
West Paces Advisors Inc.
- $439 Billion
- Q1 2025
A detailed history of West Paces Advisors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, West Paces Advisors Inc. holds 106,383 shares of SCHB stock, worth $2.15 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
106,383
Previous 105,543
0.8%
Holding current value
$2.15 Million
Previous $2.4 Billion
4.4%
% of portfolio
0.52%
Previous 0.58%
Shares
30 transactions
Others Institutions Holding SCHB
# of Institutions
1,268Shares Held
482MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$360 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio