Strategic Asset Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Strategic Asset Management, LLC holds 240 shares of SCHJ stock, worth $5,988. This represents 0.01% of its overall portfolio holdings.
Number of Shares
240
Previous 2,398
89.99%
Holding current value
$5,988
Previous $114,000
97.37%
% of portfolio
0.01%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding SCHJ
# of Institutions
131Shares Held
7.4MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Envestnet Asset Management Inc375KShares$9.36 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.3 Million0.41% of portfolio
-
White Wing Wealth Management The Wodlands, TX345KShares$8.61 Million5.44% of portfolio
-
Tap Consulting, LLC334KShares$8.34 Million1.74% of portfolio