Carolina Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History
Carolina Wealth Advisors, LLC
- $221 Million
- Q3 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 5,763 shares of SCHC stock, worth $263,023. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,763
Previous 27,771
79.25%
Holding current value
$263,023
Previous $1.18 Million
77.83%
% of portfolio
0.12%
Previous 0.6%
Shares
24 transactions
Others Institutions Holding SCHC
# of Institutions
496Shares Held
76.3MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL32.8MShares$1.5 Billion2.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.42MShares$156 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$106 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$87.9 Million3.13% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$76.6 Million0.21% of portfolio