Act Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Act Wealth Management, LLC
- $203 Million
- Q2 2024
A detailed history of Act Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Act Wealth Management, LLC holds 292,077 shares of SCHC stock, worth $11.3 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
292,077
Previous 286,605
1.91%
Holding current value
$11.3 Million
Previous $10.3 Million
1.29%
% of portfolio
5.11%
Previous 5.17%
Shares
14 transactions
Others Institutions Holding SCHC
# of Institutions
411Shares Held
88MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA39.7MShares$1.53 Billion0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.47MShares$173 Million0.11% of portfolio
-
Savant Capital, LLC3.5MShares$135 Million1.22% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.35MShares$90.6 Million0.26% of portfolio
-
Envestnet Asset Management Inc1.72MShares$66.6 Million0.02% of portfolio