White Wing Wealth Management Schwab Strategic Tr 1 5 Yr C Transaction History
White Wing Wealth Management
- $133 Million
- Q4 2024
A detailed history of White Wing Wealth Management transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, White Wing Wealth Management holds 304,127 shares of SCHJ stock, worth $7.44 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
304,127
Previous 141,152
115.46%
Holding current value
$7.44 Million
Previous $7 Million
5.88%
% of portfolio
5.59%
Previous 5.48%
Shares
4 transactions
Others Institutions Holding SCHJ
# of Institutions
113Shares Held
5.01MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.7 Million1.54% of portfolio
-
Meridian Wealth Management, LLC316KShares$7.73 Million0.37% of portfolio
-
Modera Wealth Management, LLC207KShares$5.05 Million0.06% of portfolio
-
Envestnet Asset Management Inc189KShares$4.63 Million0.0% of portfolio
-
Kades & Cheifetz LLC Berwyn, PA186KShares$4.55 Million2.32% of portfolio