Asset Planning Services Inc Schwab Strategic Tr Us Small C Transaction History
Asset Planning Services Inc
- $217 Million
- Q2 2025
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 28,425 shares of SCHA stock, worth $734,502. This represents 0.33% of its overall portfolio holdings.
Number of Shares
28,425
Previous 30,322
6.26%
Holding current value
$734,502
Previous $710,000
1.27%
% of portfolio
0.33%
Previous 0.36%
Shares
31 transactions
Others Institutions Holding SCHA
# of Institutions
1,274Shares Held
250MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$682 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$467 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$370 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$272 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$132 Million0.26% of portfolio