Boltwood Capital Management Schwab Strategic Tr Us Small C Transaction History
Boltwood Capital Management
- $349 Million
- Q2 2025
A detailed history of Boltwood Capital Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Boltwood Capital Management holds 110,065 shares of SCHA stock, worth $2.84 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
110,065
Previous 95,738
14.96%
Holding current value
$2.84 Million
Previous $2.25 Million
23.9%
% of portfolio
0.8%
Previous 0.69%
Shares
31 transactions
Others Institutions Holding SCHA
# of Institutions
1,269Shares Held
258MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$862 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$490 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$399 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$271 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$141 Million0.28% of portfolio