Jdm Financial Group LLC Schwab Strategic Tr Us Small C Transaction History
Jdm Financial Group LLC
- $184 Billion
- Q3 2024
A detailed history of Jdm Financial Group LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jdm Financial Group LLC holds 250 shares of SCHA stock, worth $6,650. This represents 0.01% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$6,650
Previous $11.9 Million
8.53%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,235Shares Held
270MCall Options Held
64.2KPut Options Held
3K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio