Werba Rubin Papier Wealth Management Schwab Strategic Tr Long Term Transaction History
Werba Rubin Papier Wealth Management
- $619 Billion
- Q3 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 507,361 shares of SCHQ stock, worth $16.3 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
507,361
Previous 578,340
12.27%
Holding current value
$16.3 Million
Previous $18.4 Billion
11.12%
% of portfolio
2.65%
Previous 3.47%
Shares
5 transactions
Others Institutions Holding SCHQ
# of Institutions
117Shares Held
14.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.02MShares$97 Million0.03% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.38MShares$44.4 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$29.4 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA830KShares$26.7 Million0.08% of portfolio
-
Morgan Stanley New York, NY614KShares$19.7 Million0.0% of portfolio