Capital Asset Advisory Services LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Capital Asset Advisory Services LLC
- $1.82 Billion
- Q2 2024
A detailed history of Capital Asset Advisory Services LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 7,251 shares of SCHJ stock, worth $357,836. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,251
Previous 8,257
12.18%
Holding current value
$357,836
Previous $399,000
12.28%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SCHJ
# of Institutions
94Shares Held
4.59MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$85.1 Million0.02% of portfolio
-
Envestnet Asset Management Inc185KShares$9.14 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$8.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$8.12 Million0.02% of portfolio
-
Tap Consulting, LLC156KShares$7.68 Million1.65% of portfolio