White Wing Wealth Management Schwab Strategic Tr 1 5 Yr C Transaction History
White Wing Wealth Management
- $132 Million
- Q1 2025
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 315,963 shares of SCHJ stock, worth $7.78 Million. This represents 5.88% of its overall portfolio holdings.
Number of Shares
315,963
Previous 304,127
3.89%
Holding current value
$7.78 Million
Previous $7.41 Million
5.0%
% of portfolio
5.88%
Previous 5.59%
Shares
5 transactions
Others Institutions Holding SCHJ
# of Institutions
128Shares Held
7.67MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC435KShares$10.7 Million1.48% of portfolio
-
Envestnet Asset Management Inc394KShares$9.69 Million0.0% of portfolio
-
Meridian Wealth Management, LLC363KShares$8.94 Million0.44% of portfolio
-
Tap Consulting, LLC334KShares$8.22 Million1.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$8.14 Million0.02% of portfolio