White Wing Wealth Management Schwab Strategic Tr 1 5 Yr C Transaction History
White Wing Wealth Management
- $146 Million
- Q2 2025
A detailed history of White Wing Wealth Management transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, White Wing Wealth Management holds 324,033 shares of SCHJ stock, worth $8.03 Million. This represents 5.51% of its overall portfolio holdings.
Number of Shares
324,033
Previous 315,963
2.55%
Holding current value
$8.03 Million
Previous $7.79 Million
3.26%
% of portfolio
5.51%
Previous 5.88%
Shares
6 transactions
Others Institutions Holding SCHJ
# of Institutions
131Shares Held
7.68MCall Options Held
0Put Options Held
6K-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc394KShares$9.76 Million0.0% of portfolio
-
Meridian Wealth Management, LLC363KShares$9 Million0.44% of portfolio
-
Tap Consulting, LLC334KShares$8.28 Million1.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$8.2 Million0.02% of portfolio