Broadleaf Partners, LLC Schwab Strategic Tr Us Small C Transaction History
Broadleaf Partners, LLC
- $401 Million
- Q2 2024
A detailed history of Broadleaf Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Broadleaf Partners, LLC holds 59,957 shares of SCHA stock, worth $3.02 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
59,957
Previous 59,489
0.79%
Holding current value
$3.02 Million
Previous $2.93 Million
2.9%
% of portfolio
0.71%
Previous 0.76%
Shares
29 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$602 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$530 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$371 Million0.51% of portfolio