Dock Street Asset Management Inc Schwab Strategic Tr Long Term Transaction History
Dock Street Asset Management Inc
- $652 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding SCHQ
# of Institutions
90Shares Held
13MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.53MShares$83 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.35MShares$77.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.66MShares$54.4 Million0.02% of portfolio
-
Sfmg, LLC642KShares$21.1 Million1.88% of portfolio
-
Northwest Capital Management Inc499KShares$16.4 Million5.51% of portfolio