Eq Wealth Advisors, LLC Schwab Strategic Tr Long Term Transaction History
Eq Wealth Advisors, LLC
- $126 Billion
- Q1 2025
A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 24,416 shares of SCHQ stock, worth $763,976. This represents 0.64% of its overall portfolio holdings.
Number of Shares
24,416
Previous 28,489
14.3%
Holding current value
$763,976
Previous $895 Million
10.67%
% of portfolio
0.64%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
108Shares Held
11.6MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$88.6 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.3MShares$40.8 Million0.11% of portfolio
-
Envestnet Asset Management Inc831KShares$26 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$12.9 Million2.36% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL356KShares$11.1 Million0.0% of portfolio