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 $1.33 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
42,244Holding current value
$1.33 Million% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
104Shares Held
14.5MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.74MShares$85.9 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$74.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.84MShares$57.6 Million0.02% of portfolio
-
Mirae Asset Global Investments Co., Ltd.989KShares$31 Million0.15% of portfolio
-
Sfmg, LLC635KShares$19.9 Million1.83% of portfolio