Abich Financial Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Abich Financial Wealth Management LLC

$44.5 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$38.13 - $48.02 $953 - $1,200	25 New	25 $1.18 Million

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$590 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$328 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$280 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$195 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$79.7 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Abich Financial Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Abich Financial Wealth Management LLC with notifications on news.