Ruggaard & Associates LLC Schwab Strategic Tr Us Small C Transaction History
Ruggaard & Associates LLC
- $216 Billion
- Q2 2024
A detailed history of Ruggaard & Associates LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ruggaard & Associates LLC holds 8,563 shares of SCHA stock, worth $414,277. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,563
Previous 8,563
-0.0%
Holding current value
$414,277
Previous $422 Million
3.64%
% of portfolio
0.19%
Previous 0.2%
Shares
5 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