Worth Asset Management, LLC Schwab Strategic Tr Long Term Transaction History

Worth Asset Management, LLC

  • $172 Million
  • Q3 2024

A detailed history of Worth Asset Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Worth Asset Management, LLC holds 25,446 shares of SCHQ stock, worth $827,249. This represents 0.52% of its overall portfolio holdings.

Number of Shares
25,446
Holding current value
$827,249
% of portfolio
0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$32.17 - $35.98 $818,597 - $915,547
25,446 New
25,446 $890,000
Q2 2023

Jul 11, 2023
BUY
$35.48 - $38.22 $20,862 - $22,473
588 New
588 $21,000

Others Institutions Holding SCHQ

# of Institutions
105
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
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