Asset Planning Services Inc Schwab Strategic Tr Us Small C Transaction History
Asset Planning Services Inc
- $179 Million
- Q1 2024
A detailed history of Asset Planning Services Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Asset Planning Services Inc holds 13,622 shares of SCHA stock, worth $643,367. This represents 0.38% of its overall portfolio holdings.
Number of Shares
13,622
Previous 14,422
5.55%
Holding current value
$643,367
Previous $681,000
1.47%
% of portfolio
0.38%
Previous 0.41%
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