White Wing Wealth Management Schwab Strategic Tr 1 5 Yr C Transaction History
White Wing Wealth Management
- $162 Million
- Q4 2025
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 426,746 shares of SCHJ stock, worth $10.6 Million. This represents 6.53% of its overall portfolio holdings.
Number of Shares
426,746
Previous 345,003
23.69%
Holding current value
$10.6 Million
Previous $8.61 Million
23.16%
% of portfolio
6.53%
Previous 5.44%
Shares
8 transactions
Others Institutions Holding SCHJ
# of Institutions
126Shares Held
7.49MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC446KShares$11.1 Million1.29% of portfolio
-
Meridian Wealth Management, LLC396KShares$9.83 Million0.39% of portfolio
-
Envestnet Asset Management Inc378KShares$9.38 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL335KShares$8.32 Million0.01% of portfolio
-
Tap Consulting, LLC334KShares$8.3 Million1.74% of portfolio