Legacy Wealth Management, LLC / Ms Schwab Strategic Tr Us Small C Transaction History
Legacy Wealth Management, LLC / Ms
- $272 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,145Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$610 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$339 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$290 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$202 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$82.5 Million0.34% of portfolio