Transcend Capital Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Transcend Capital Advisors, LLC
- $1.35 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding SCHJ
# of Institutions
115Shares Held
5.84MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.7 Million1.54% of portfolio
-
Tap Consulting, LLC334KShares$8.14 Million1.74% of portfolio
-
Meridian Wealth Management, LLC316KShares$7.7 Million0.37% of portfolio
-
White Wing Wealth Management The Wodlands, TX304KShares$7.41 Million5.59% of portfolio
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Modera Wealth Management, LLC207KShares$5.03 Million0.06% of portfolio