White Wing Wealth Management Schwab Strategic Tr 1 5 Yr C Transaction History
White Wing Wealth Management
- $128 Million
- Q3 2024
A detailed history of White Wing Wealth Management transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, White Wing Wealth Management holds 141,152 shares of SCHJ stock, worth $3.45 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
141,152
Previous 136,208
3.63%
Holding current value
$3.45 Million
Previous $6.58 Million
6.48%
% of portfolio
5.48%
Previous 5.33%
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
107Shares Held
3.4MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC193KShares$4.71 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.62 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL168KShares$4.11 Million0.02% of portfolio
-
Tap Consulting, LLC164KShares$4.01 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC153KShares$3.73 Million0.0% of portfolio