Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr Long Term Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.1 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	N/A	-124 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	N/A	124 New	124 $6,000

Others Institutions Holding SCHQ

# of Institutions

Shares Held

13M

Call Options Held

Put Options Held

Total Investment Management Inc Scottsdale, AZ

2.53M
Shares

$83.8 Million
10.74% of portfolio
Bank Of America Corp Charlotte, NC

2.35M
Shares

$77.8 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.66M
Shares

$54.8 Million
0.02% of portfolio
Sfmg, LLC

642K
Shares

$21.2 Million
1.88% of portfolio
Northwest Capital Management Inc

499K
Shares

$16.5 Million
5.51% of portfolio

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About SCHWAB STRATEGIC TR LONG-TERM

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