Strategic Wealth Partners, Ltd. Schwab Strategic Tr 1 5 Yr C Transaction History
Strategic Wealth Partners, Ltd.
- $1.19 Billion
- Q3 2025
A detailed history of Strategic Wealth Partners, Ltd. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 2,300 shares of SCHJ stock, worth $57,132. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,300
Previous 1,700
35.29%
Holding current value
$57,132
Previous $42,000
35.71%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
125Shares Held
7.37MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Meridian Wealth Management, LLC396KShares$9.83 Million0.39% of portfolio
-
Envestnet Asset Management Inc378KShares$9.38 Million0.0% of portfolio
-
White Wing Wealth Management The Wodlands, TX345KShares$8.57 Million5.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL335KShares$8.32 Million0.01% of portfolio