Bowling Portfolio Management LLC Schwab Strategic Tr Us Small C Transaction History
Bowling Portfolio Management LLC
- $364 Million
- Q3 2022
A detailed history of Bowling Portfolio Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bowling Portfolio Management LLC holds 13,956 shares of SCHA stock, worth $375,695. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,956
Previous 13,914
0.3%
Holding current value
$375,695
Previous $543,000
2.76%
% of portfolio
0.14%
Previous 0.14%
Shares
21 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$596 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$331 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$283 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$197 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$80.6 Million0.34% of portfolio