Carolina Wealth Advisors, LLC Schwab Strategic Tr Us Small C Call Options Transaction History

Carolina Wealth Advisors, LLC

$189 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHA

# of Institutions

1,135

Shares Held

233M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$2.39 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$607 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$338 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$289 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$202 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolina Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolina Wealth Advisors, LLC with notifications on news.