Capasso Planning Partners LLC Schwab Strategic Tr Intl Small Transaction History
Capasso Planning Partners LLC
- $240 Million
- Q1 2024
A detailed history of Capasso Planning Partners LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Capasso Planning Partners LLC holds 14,140 shares of SCHC stock, worth $503,101. This represents 0.21% of its overall portfolio holdings.
Number of Shares
14,140
Previous 20,243
30.15%
Holding current value
$503,101
Previous $706,000
28.33%
% of portfolio
0.21%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.39 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$129 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.8 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio