Jpl Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Jpl Wealth Management, LLC
- $371 Billion
- Q2 2025
A detailed history of Jpl Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 13,280 shares of SCHA stock, worth $342,225. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,280
Previous 15,884
16.39%
Holding current value
$342,225
Previous $372 Million
9.72%
% of portfolio
0.09%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,268Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$862 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$490 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$399 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$271 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$141 Million0.28% of portfolio