Baldrige Asset Management LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Baldrige Asset Management LLC holds 102,217 shares of SCHJ stock, worth $5.06 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
102,217
Previous 101,303
0.9%
Holding current value
$5.06 Million
Previous $4.75 Million
2.36%
% of portfolio
1.99%
Previous 2.11%
Shares
5 transactions
Others Institutions Holding SCHJ
# of Institutions
97Shares Held
4.63MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$85.4 Million0.02% of portfolio
-
Envestnet Asset Management Inc185KShares$9.17 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$8.23 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$8.15 Million0.02% of portfolio
-
Tap Consulting, LLC156KShares$7.71 Million1.65% of portfolio