Bank Plus Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History
Bank Plus Wealth Management LLC
- $134 Billion
- Q4 2024
A detailed history of Bank Plus Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 12,706 shares of SCHA stock, worth $298,336. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,706Holding current value
$298,336% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,255Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$595 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$323 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio