Great Waters Wealth Management Schwab Strategic Tr Us Small C Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Great Waters Wealth Management holds 25,199 shares of SCHA stock, worth $1.22 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
25,199
Previous 25,779
2.25%
Holding current value
$1.22 Million
Previous $1.27 Billion
5.8%
% of portfolio
0.18%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.21 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.07 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$578 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$509 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$356 Million0.51% of portfolio