Warren Averett Asset Management, LLC Schwab Strategic Tr Long Term Transaction History
Warren Averett Asset Management, LLC
- $8.88 Billion
- Q2 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 53,814 shares of SCHQ stock, worth $1.74 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
53,814Holding current value
$1.74 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
111Shares Held
13.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.15MShares$101 Million0.03% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.39MShares$44.8 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC952KShares$30.7 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA816KShares$26.3 Million0.08% of portfolio
-
Toroso Investments, LLC Massapequa, NY686KShares$22.1 Million0.17% of portfolio