Cabot Wealth Management Inc Schwab Strategic Tr Us Small C Transaction History
Cabot Wealth Management Inc
- $782 Million
- Q4 2024
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 16,465 shares of SCHA stock, worth $386,598. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,465
Previous 8,232
100.01%
Holding current value
$386,598
Previous $423,000
0.47%
% of portfolio
0.05%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding SCHA
# of Institutions
1,255Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$595 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$323 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio