Werba Rubin Papier Wealth Management Schwab Strategic Tr Long Term Transaction History
Werba Rubin Papier Wealth Management
- $424 Billion
- Q4 2024
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 304,870 shares of SCHQ stock, worth $9.82 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
304,870
Previous 214,995
41.8%
Holding current value
$9.82 Million
Previous $7.52 Billion
27.38%
% of portfolio
2.26%
Previous 1.76%
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
106Shares Held
11.5MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$91.2 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$39.5 Million0.16% of portfolio
-
Envestnet Asset Management Inc831KShares$26.8 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$13.3 Million2.36% of portfolio
-
Wealth Enhancement Advisory Services, LLC411KShares$13.3 Million0.03% of portfolio