Napa Wealth Management Schwab Strategic Tr Long Term Transaction History
Napa Wealth Management
- $178 Billion
- Q1 2025
A detailed history of Napa Wealth Management transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Napa Wealth Management holds 94,863 shares of SCHQ stock, worth $2.89 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
94,863Holding current value
$2.89 Million% of portfolio
1.75%Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
108Shares Held
18MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.8MShares$116 Million0.04% of portfolio
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Total Investment Management Inc Scottsdale, AZ3.11MShares$94.7 Million13.37% of portfolio
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Mirae Asset Global Investments Co., Ltd.1.3MShares$39.7 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$30.7 Million0.01% of portfolio
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Mml Investors Services, LLC Springfield, MA965KShares$29.4 Million0.11% of portfolio