Values Added Financial LLC Schwab Strategic Tr Us Small C Transaction History
Values Added Financial LLC
- $173 Billion
- Q4 2024
A detailed history of Values Added Financial LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Values Added Financial LLC holds 132,294 shares of SCHA stock, worth $3.06 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
132,294
Previous 62,296
112.36%
Holding current value
$3.06 Million
Previous $3.21 Billion
6.64%
% of portfolio
1.98%
Previous 2.02%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.07 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$587 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$319 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$244 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$146 Million0.05% of portfolio