Wr Wealth Planners, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 446 shares of SCHJ stock, worth $10,886. This represents 0.01% of its overall portfolio holdings.
Number of Shares
446
Previous 447
0.22%
Holding current value
$10,886
Previous $21,000
4.76%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SCHJ
# of Institutions
100Shares Held
4.87MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$42.1 Million0.02% of portfolio
-
Columbus Macro, LLC193KShares$4.7 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.62 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$4.05 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$4.01 Million0.02% of portfolio