Capital A Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Capital A Wealth Management, LLC
- $95.4 Billion
- Q1 2025
A detailed history of Capital A Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 192 shares of SCHA stock, worth $4,638. This represents 0.0% of its overall portfolio holdings.
Number of Shares
192
Previous 3,294
94.17%
Holding current value
$4,638
Previous $85.2 Million
94.72%
% of portfolio
0.0%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,256Shares Held
245MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$638 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$436 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$346 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$254 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$123 Million0.26% of portfolio