Bartlett & Co. Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 55,009 shares of SCHA stock, worth $1.52 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
55,009
Previous 55,049
0.07%
Holding current value
$1.52 Million
Previous $2.62 Billion
8.09%
% of portfolio
0.04%
Previous 0.04%
Shares
24 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