Impact Partnership Wealth, LLC Schwab Strategic Tr Long Term Transaction History
Impact Partnership Wealth, LLC
- $443 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
97Shares Held
13.2MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.56MShares$84.7 Million11.05% of portfolio
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Bank Of America Corp Charlotte, NC2.37MShares$78.3 Million0.01% of portfolio
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Envestnet Asset Management Inc1.27MShares$42.1 Million0.01% of portfolio
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Mirae Asset Global Investments Co., Ltd.989KShares$32.7 Million0.15% of portfolio
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Sfmg, LLC636KShares$21 Million1.83% of portfolio