Werba Rubin Papier Wealth Management Schwab Strategic Tr Long Term Transaction History
Werba Rubin Papier Wealth Management
- $460 Billion
- Q1 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 632,813 shares of SCHQ stock, worth $19.8 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
632,813
Previous 304,870
107.57%
Holding current value
$19.8 Million
Previous $9.58 Billion
116.35%
% of portfolio
4.51%
Previous 2.26%
Shares
3 transactions
Others Institutions Holding SCHQ
# of Institutions
108Shares Held
18MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.8MShares$119 Million0.04% of portfolio
-
Total Investment Management Inc Scottsdale, AZ3.11MShares$97.1 Million13.37% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.3MShares$40.8 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$31.5 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA965KShares$30.1 Million0.11% of portfolio