Wt Wealth Management Schwab Strategic Tr Long Term Transaction History
Wt Wealth Management
- $333 Million
- Q3 2025
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 93,491 shares of SCHQ stock, worth $3.01 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
93,491
Previous 91,288
2.41%
Holding current value
$3.01 Million
Previous $2.91 Million
3.74%
% of portfolio
0.91%
Previous 0.89%
Shares
5 transactions
Others Institutions Holding SCHQ
# of Institutions
117Shares Held
14.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.02MShares$97 Million0.03% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.38MShares$44.4 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$29.4 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA830KShares$26.7 Million0.08% of portfolio
-
Morgan Stanley New York, NY614KShares$19.7 Million0.0% of portfolio