Alliance Wealth Management Group Schwab Strategic Tr Us Small C Transaction History
Alliance Wealth Management Group
- $347 Million
- Q1 2024
A detailed history of Alliance Wealth Management Group transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Alliance Wealth Management Group holds 213,716 shares of SCHA stock, worth $10.1 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
213,716
Previous 224,706
4.89%
Holding current value
$10.1 Million
Previous $10.6 Million
0.87%
% of portfolio
3.03%
Previous 3.24%
Shares
26 transactions
Others Institutions Holding SCHA
# of Institutions
1,104Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.61 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$557 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$497 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$407 Million0.1% of portfolio