Wealthgarden F.S. LLC Schwab Strategic Tr Long Term Transaction History

Wealthgarden F.S. LLC

$94.9 Billion
Q2 2024

A detailed history of Wealthgarden F.S. LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 7,607 shares of SCHQ stock, worth $251,107. This represents 0.26% of its overall portfolio holdings.

Number of Shares

7,607

Holding current value

$251,107

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	BUY	$31.45 - $33.71 $239,240 - $256,431	7,607 New	7,607 $250 Million

Others Institutions Holding SCHQ

# of Institutions

101

Shares Held

14.9M

Call Options Held

Put Options Held

Total Investment Management Inc Scottsdale, AZ

2.74M
Shares

$90.4 Million
10.74% of portfolio
Bank Of America Corp Charlotte, NC

2.37M
Shares

$78.1 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.84M
Shares

$60.6 Million
0.02% of portfolio
Mirae Asset Global Investments Co., Ltd.

989K
Shares

$32.6 Million
0.15% of portfolio
Sfmg, LLC

636K
Shares

$21 Million
1.83% of portfolio

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Wealthgarden F.S. LLC Schwab Strategic Tr Long Term Transaction History