Rise Advisors, LLC Schwab Strategic Tr Long Term Transaction History
Rise Advisors, LLC
- $207 Million
- Q3 2024
A detailed history of Rise Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Rise Advisors, LLC holds 550 shares of SCHQ stock, worth $17,358. This represents 0.01% of its overall portfolio holdings.
Number of Shares
550
Previous 544
1.1%
Holding current value
$17,358
Previous $17,000
11.76%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
106Shares Held
14.6MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.74MShares$86.4 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$74.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.84MShares$58 Million0.02% of portfolio
-
Mirae Asset Global Investments Co., Ltd.989KShares$31.2 Million0.15% of portfolio
-
Sfmg, LLC635KShares$20 Million1.83% of portfolio