Bogart Wealth, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
107Shares Held
3.4MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC193KShares$4.71 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.62 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL168KShares$4.11 Million0.02% of portfolio
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Tap Consulting, LLC164KShares$4.02 Million1.67% of portfolio
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Bank Of America Corp Charlotte, NC153KShares$3.73 Million0.0% of portfolio