Alteri Wealth LLC Schwab Strategic Tr Us Small C Transaction History
Alteri Wealth LLC
- $258 Billion
- Q2 2025
A detailed history of Alteri Wealth LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Alteri Wealth LLC holds 10,788 shares of SCHA stock, worth $300,769. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,788
Previous 12,650
14.72%
Holding current value
$300,769
Previous $296 Million
7.91%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,278Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$932 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$530 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$432 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$153 Million0.28% of portfolio