Insight Wealth Strategies, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Insight Wealth Strategies, LLC
- $725 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding SCHJ
# of Institutions
128Shares Held
7.67MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC435KShares$10.7 Million1.48% of portfolio
-
Envestnet Asset Management Inc394KShares$9.69 Million0.0% of portfolio
-
Meridian Wealth Management, LLC363KShares$8.93 Million0.44% of portfolio
-
Tap Consulting, LLC334KShares$8.22 Million1.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$8.13 Million0.02% of portfolio