Financial Perspectives, Inc Schwab Strategic Tr Us Small C Transaction History
Financial Perspectives, Inc
- $288 Billion
- Q3 2024
A detailed history of Financial Perspectives, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Financial Perspectives, Inc holds 99 shares of SCHA stock, worth $2,665. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99
Previous 99
-0.0%
Holding current value
$2,665
Previous $4.69 Million
9.28%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$596 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$331 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$283 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$197 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$80.6 Million0.34% of portfolio