Avaii Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Avaii Wealth Management, LLC
- $178 Million
- Q2 2024
A detailed history of Avaii Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 12,314 shares of SCHC stock, worth $475,566. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,314
Previous 12,537
1.78%
Holding current value
$475,566
Previous $448,000
2.23%
% of portfolio
0.25%
Previous 0.27%
Shares
9 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