Worth Asset Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Worth Asset Management, LLC
- $172 Million
- Q3 2024
A detailed history of Worth Asset Management, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Worth Asset Management, LLC holds 5,509 shares of SCHJ stock, worth $134,805. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,509
Previous 5,509
-0.0%
Holding current value
$134,805
Previous $265,000
3.02%
% of portfolio
0.16%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding SCHJ
# of Institutions
111Shares Held
3.51MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC193KShares$4.71 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.63 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL168KShares$4.12 Million0.02% of portfolio
-
Tap Consulting, LLC164KShares$4.02 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC153KShares$3.74 Million0.0% of portfolio