Sound Income Strategies, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Sound Income Strategies, LLC
- $1.63 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
131Shares Held
7.68MCall Options Held
0Put Options Held
6K-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc394KShares$9.76 Million0.0% of portfolio
-
Meridian Wealth Management, LLC363KShares$9 Million0.44% of portfolio
-
Tap Consulting, LLC334KShares$8.28 Million1.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$8.2 Million0.02% of portfolio