Collective Family Office LLC Schwab Strategic Tr Long Term Transaction History
Collective Family Office LLC
- $336 Million
- Q2 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 66,643 shares of SCHQ stock, worth $2.34 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
66,643
Previous 102,028
34.68%
Holding current value
$2.34 Million
Previous $3.44 Million
36.47%
% of portfolio
0.65%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding SCHQ
# of Institutions
93Shares Held
13.2MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.56MShares$90 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$83.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.27MShares$44.7 Million0.01% of portfolio
-
Sfmg, LLC636KShares$22.4 Million1.83% of portfolio
-
Mirae Asset Global Investments Co., Ltd.597KShares$21 Million0.1% of portfolio