Carolina Wealth Advisors, LLC Schwab Strategic Tr Long Term Transaction History
Carolina Wealth Advisors, LLC
- $196 Million
- Q2 2025
A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 29,497 shares of SCHQ stock, worth $926,795. This represents 0.48% of its overall portfolio holdings.
Number of Shares
29,497Holding current value
$926,795% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
107Shares Held
17.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.8MShares$119 Million0.04% of portfolio
-
Total Investment Management Inc Scottsdale, AZ3.11MShares$97.6 Million13.37% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.39MShares$43.7 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$31.7 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA965KShares$30.3 Million0.11% of portfolio