Fermata Advisors, LLC Schwab Strategic Tr Long Term Transaction History
Fermata Advisors, LLC
- $335 Million
- Q2 2025
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 37,628 shares of SCHQ stock, worth $1.18 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
37,628
Previous 37,101
1.42%
Holding current value
$1.18 Million
Previous $1.21 Million
0.58%
% of portfolio
0.36%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding SCHQ
# of Institutions
110Shares Held
18.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.8MShares$119 Million0.04% of portfolio
-
Total Investment Management Inc Scottsdale, AZ3.11MShares$97.4 Million13.37% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.39MShares$43.5 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$31.6 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA965KShares$30.2 Million0.11% of portfolio