Investment Planning Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 10,345 shares of SCHA stock, worth $292,556. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,345Holding current value
$292,556% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,278Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$946 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$538 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$438 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$297 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$155 Million0.28% of portfolio