Sound Income Strategies, LLC Schwab Strategic Tr Long Term Transaction History
Sound Income Strategies, LLC
- $1.47 Billion
- Q4 2024
A detailed history of Sound Income Strategies, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Sound Income Strategies, LLC holds 63 shares of SCHQ stock, worth $2,067. This represents 0.0% of its overall portfolio holdings.
Number of Shares
63
Previous 63
-0.0%
Holding current value
$2,067
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
106Shares Held
11.5MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$92.9 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$40.2 Million0.16% of portfolio
-
Envestnet Asset Management Inc831KShares$27.3 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$13.6 Million2.36% of portfolio
-
Wealth Enhancement Advisory Services, LLC411KShares$13.5 Million0.03% of portfolio