Bip Wealth, LLC Schwab Strategic Tr Us Small C Transaction History
Bip Wealth, LLC
- $1.37 Trillion
- Q1 2024
A detailed history of Bip Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bip Wealth, LLC holds 8,506 shares of SCHA stock, worth $401,738. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,506
Previous 9,556
10.99%
Holding current value
$401,738
Previous $451 Million
7.22%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,104Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.61 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$557 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$497 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$407 Million0.1% of portfolio