Abound Wealth Management Schwab Strategic Tr Us Small C Transaction History
Abound Wealth Management
- $312 Billion
- Q4 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Abound Wealth Management holds 68,701 shares of SCHA stock, worth $1.83 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
68,701
Previous 33,175
107.09%
Holding current value
$1.83 Million
Previous $1.71 Billion
3.99%
% of portfolio
0.57%
Previous 0.57%
Shares
13 transactions
Others Institutions Holding SCHA
# of Institutions
1,168Shares Held
190MCall Options Held
55.6KPut Options Held
7.8K-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$676 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$591 Million0.1% of portfolio
-
Personal Capital Advisors Corp10.5MShares$281 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$195 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$113 Million3.94% of portfolio