Bluestem Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Bluestem Financial Advisors, LLC
- $214 Million
- Q3 2024
A detailed history of Bluestem Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bluestem Financial Advisors, LLC holds 9,770 shares of SCHA stock, worth $272,192. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,770
Previous 9,769
0.01%
Holding current value
$272,192
Previous $463,000
8.64%
% of portfolio
0.23%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio