My Purposeful Wealth Corp. Schwab Strategic Tr Us Small C Transaction History
My Purposeful Wealth Corp.
- $194 Billion
- Q2 2024
A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 71,794 shares of SCHA stock, worth $3.67 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
71,794
Previous 65,397
9.78%
Holding current value
$3.67 Million
Previous $3.22 Billion
5.79%
% of portfolio
1.76%
Previous 1.92%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,122Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.45 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$611 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$538 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$377 Million0.51% of portfolio