Kozak & Associates, Inc. Schwab Strategic Tr Long Term Transaction History
Kozak & Associates, Inc.
- $430 Million
- Q4 2024
Shares
3 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