Vsm Wealth Advisory, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 4,981 shares of SCHJ stock, worth $122,931. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,981
Previous 4,973
0.16%
Holding current value
$122,931
Previous $121 Million
1.25%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
129Shares Held
7.67MCall Options Held
0Put Options Held
6K-
Columbus Macro, LLC435KShares$10.7 Million1.48% of portfolio
-
Envestnet Asset Management Inc394KShares$9.72 Million0.0% of portfolio
-
Meridian Wealth Management, LLC363KShares$8.96 Million0.44% of portfolio
-
Tap Consulting, LLC334KShares$8.25 Million1.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$8.16 Million0.02% of portfolio