Fermata Advisors, LLC Schwab Strategic Tr Long Term Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 2024
A detailed history of Fermata Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Fermata Advisors, LLC holds 42,244 shares of SCHQ stock, worth $1.36 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
42,244Holding current value
$1.36 Million% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
106Shares Held
11.5MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$91.2 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$39.5 Million0.16% of portfolio
-
Envestnet Asset Management Inc831KShares$26.8 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$13.3 Million2.36% of portfolio
-
Wealth Enhancement Advisory Services, LLC411KShares$13.3 Million0.03% of portfolio