Collective Family Office LLC Schwab Strategic Tr Long Term Transaction History
Collective Family Office LLC
- $305 Million
- Q1 2024
A detailed history of Collective Family Office LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Collective Family Office LLC holds 102,028 shares of SCHQ stock, worth $3.3 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
102,028
Previous 38,725
163.47%
Holding current value
$3.3 Million
Previous $1.36 Million
153.39%
% of portfolio
1.13%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
90Shares Held
13MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.53MShares$82 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.35MShares$76.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.66MShares$53.7 Million0.02% of portfolio
-
Sfmg, LLC642KShares$20.8 Million1.88% of portfolio
-
Northwest Capital Management Inc499KShares$16.2 Million5.51% of portfolio