Bank Plus Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History
Bank Plus Wealth Management LLC
- $134 Billion
- Q4 2024
A detailed history of Bank Plus Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 12,706 shares of SCHA stock, worth $341,664. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,706Holding current value
$341,664% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,148Shares Held
158MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$595 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
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Sei Investments CO Oaks, PA7.32MShares$197 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$114 Million3.94% of portfolio