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 $7.45 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
304,127
Previous 141,152
115.46%
Holding current value
$7.45 Million
Previous $7 Million
5.88%
% of portfolio
5.59%
Previous 5.48%
Shares
4 transactions
Others Institutions Holding SCHJ
# of Institutions
117Shares Held
6.99MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.8 Million1.54% of portfolio
-
Envestnet Asset Management Inc401KShares$9.82 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL342KShares$8.39 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC340KShares$8.33 Million0.0% of portfolio
-
Tap Consulting, LLC334KShares$8.19 Million1.74% of portfolio