Perigon Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,137 shares of SCHJ stock, worth $150,786. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,137
Previous 6,194
0.92%
Holding current value
$150,786
Previous $299,000
1.67%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
96Shares Held
4.75MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$42.4 Million0.02% of portfolio
-
Columbus Macro, LLC193KShares$4.73 Million3.49% of portfolio
-
Envestnet Asset Management Inc185KShares$4.55 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$4.08 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$4.04 Million0.02% of portfolio