Fundamentun, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Fundamentun, LLC
- $1.98 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
133Shares Held
7.91MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc375KShares$9.29 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.23 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.28 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.03 Million5.51% of portfolio