Abound Wealth Management Schwab Strategic Tr Us Small C Transaction History
Abound Wealth Management
- $301 Billion
- Q3 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Abound Wealth Management holds 33,175 shares of SCHA stock, worth $911,980. This represents 0.57% of its overall portfolio holdings.
Number of Shares
33,175
Previous 32,999
0.53%
Holding current value
$911,980
Previous $1.57 Billion
9.11%
% of portfolio
0.57%
Previous 0.58%
Shares
12 transactions
Others Institutions Holding SCHA
# of Institutions
1,134Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio