Avantax Advisory Services, Inc. Schwab Strategic Tr Us Small C Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 45,401 shares of SCHA stock, worth $1.25 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
45,401
Previous 51,346
11.58%
Holding current value
$1.25 Million
Previous $2.53 Million
14.79%
% of portfolio
0.02%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding SCHA
# of Institutions
1,136Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$611 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$340 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$291 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$203 Million0.51% of portfolio