United Capital Financial Advisers, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 18,150 shares of SCHJ stock, worth $443,223. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18,150
Previous 18,150
-0.0%
Holding current value
$443,223
Previous $876,000
2.74%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SCHJ
# of Institutions
107Shares Held
3.4MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC193KShares$4.71 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.62 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL168KShares$4.11 Million0.02% of portfolio
-
Tap Consulting, LLC164KShares$4.01 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC153KShares$3.73 Million0.0% of portfolio