Carolina Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History
Carolina Wealth Advisors, LLC
- $178 Million
- Q1 2025
A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 28,767 shares of SCHC stock, worth $1.09 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
28,767
Previous 27,830
3.37%
Holding current value
$1.09 Million
Previous $955,000
8.06%
% of portfolio
0.58%
Previous 0.53%
Shares
22 transactions
Others Institutions Holding SCHC
# of Institutions
462Shares Held
46.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.98MShares$188 Million0.12% of portfolio
-
Savant Capital, LLC2.85MShares$108 Million0.8% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$63.4 Million0.21% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.66MShares$62.9 Million2.46% of portfolio
-
Envestnet Asset Management Inc1.54MShares$58.3 Million0.02% of portfolio