Capital Advisors Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 26,080 shares of SCHA stock, worth $612,358. This represents 0.12% of its overall portfolio holdings.
Number of Shares
26,080Holding current value
$612,358% of portfolio
0.12%Shares
1 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
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Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
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Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio