Roundview Capital LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Roundview Capital LLC
- $1.25 Billion
- Q2 2024
A detailed history of Roundview Capital LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Roundview Capital LLC holds 13,429 shares of SCHJ stock, worth $666,078. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,429
Previous 13,429
-0.0%
Holding current value
$666,078
Previous $649,000
0.15%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SCHJ
# of Institutions
95Shares Held
4.62MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$85.6 Million0.02% of portfolio
-
Envestnet Asset Management Inc185KShares$9.19 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$8.24 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$8.16 Million0.02% of portfolio
-
Tap Consulting, LLC156KShares$7.72 Million1.65% of portfolio