Carter Financial Group, Inc. Schwab Strategic Tr Intl Small Transaction History
Carter Financial Group, Inc.
- $153 Billion
- Q2 2025
A detailed history of Carter Financial Group, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Carter Financial Group, Inc. holds 49,926 shares of SCHC stock, worth $2.29 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
49,926
Previous 33,036
51.13%
Holding current value
$2.29 Million
Previous $1.25 Million
169465.23%
% of portfolio
1.39%
Previous 1.68%
Shares
2 transactions
Others Institutions Holding SCHC
# of Institutions
490Shares Held
76.2MCall 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$157 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$107 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$88.3 Million3.13% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$76.9 Million0.21% of portfolio