Baldwin Investment Management, LLC Schwab Strategic Tr Us Small C Transaction History
Baldwin Investment Management, LLC
- $721 Million
- Q2 2024
A detailed history of Baldwin Investment Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Baldwin Investment Management, LLC holds 13,481 shares of SCHA stock, worth $372,480. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,481
Previous 15,231
11.49%
Holding current value
$372,480
Previous $749,000
14.69%
% of portfolio
0.09%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding SCHA
# of Institutions
1,135Shares Held
233MCall 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