Capital Directions Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 2,446 shares of SCHA stock, worth $120,979. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,446
Previous 0
Infinity%
Holding current value
$120,979
Previous $77,000
28.57%
% of portfolio
0.04%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding SCHA
# of Institutions
1,118Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.31 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.09 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$591 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$520 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$364 Million0.51% of portfolio