Cabot Wealth Management Inc Schwab Strategic Tr Us Small C Transaction History
Cabot Wealth Management Inc
- $780 Million
- Q1 2025
A detailed history of Cabot Wealth Management Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cabot Wealth Management Inc holds 15,417 shares of SCHA stock, worth $350,582. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,417
Previous 16,465
6.37%
Holding current value
$350,582
Previous $425,000
15.06%
% of portfolio
0.05%
Previous 0.05%
Shares
30 transactions
Others Institutions Holding SCHA
# of Institutions
1,260Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.05 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$576 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$313 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$239 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$143 Million0.05% of portfolio