Core Wealth Partners LLC Schwab Strategic Tr Us Small C Transaction History
Core Wealth Partners LLC
- $165 Billion
- Q3 2024
A detailed history of Core Wealth Partners LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Core Wealth Partners LLC holds 5,224 shares of SCHA stock, worth $134,935. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,224Holding current value
$134,935% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,146Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$572 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$318 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$272 Million2.07% of portfolio
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Sei Investments CO Oaks, PA7.32MShares$189 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$77.3 Million0.34% of portfolio