Wedmont Private Capital Schwab Strategic Tr 1 5 Yr C Transaction History
Wedmont Private Capital
- $2.28 Billion
- Q2 2025
A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Wedmont Private Capital holds 22,897 shares of SCHJ stock, worth $567,387. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,897
Previous 22,641
1.13%
Holding current value
$567,387
Previous $558,000
1.79%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding SCHJ
# of Institutions
132Shares Held
7.47MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc375KShares$9.29 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.23 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.28 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.03 Million5.51% of portfolio