Savvy Advisors, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History
Savvy Advisors, Inc.
- $2.99 Billion
- Q4 2025
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 11,168 shares of SCHJ stock, worth $277,413. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,168
Previous 9,483
17.77%
Holding current value
$277,413
Previous $236,000
17.37%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
127Shares Held
7.47MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC446KShares$11.1 Million1.29% of portfolio
-
White Wing Wealth Management The Wodlands, TX427KShares$10.6 Million6.53% of portfolio
-
Meridian Wealth Management, LLC396KShares$9.83 Million0.39% of portfolio
-
Envestnet Asset Management Inc378KShares$9.38 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL335KShares$8.32 Million0.01% of portfolio