Wt Wealth Management Schwab Strategic Tr Long Term Transaction History
Wt Wealth Management
- $309 Million
- Q4 2024
A detailed history of Wt Wealth Management transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Wt Wealth Management holds 103,196 shares of SCHQ stock, worth $3.31 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
103,196
Previous 102,603
0.58%
Holding current value
$3.31 Million
Previous $3.59 Million
9.67%
% of portfolio
1.05%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
105Shares Held
11.3MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$90.8 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$39.3 Million0.16% of portfolio
-
Envestnet Asset Management Inc831KShares$26.7 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$13.3 Million2.36% of portfolio
-
Wealth Enhancement Advisory Services, LLC411KShares$13.2 Million0.03% of portfolio