Aspire Wealth Management Corp Schwab Strategic Tr 1 5 Yr C Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
131Shares Held
7.31MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Envestnet Asset Management Inc375KShares$9.36 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.3 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.34 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.08 Million5.51% of portfolio