Werba Rubin Papier Wealth Management Schwab Strategic Tr Long Term Transaction History
Werba Rubin Papier Wealth Management
- $532 Billion
- Q2 2025
A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 578,340 shares of SCHQ stock, worth $18.7 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
578,340
Previous 632,813
8.61%
Holding current value
$18.7 Million
Previous $20.7 Billion
11.04%
% of portfolio
3.47%
Previous 4.51%
Shares
4 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