Castle Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History
Castle Wealth Management LLC
- $169 Million
- Q2 2024
A detailed history of Castle Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Castle Wealth Management LLC holds 5,487 shares of SCHA stock, worth $282,141. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,487
Previous 5,565
1.4%
Holding current value
$282,141
Previous $274,000
5.11%
% of portfolio
0.15%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.48 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.14 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$614 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$541 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$378 Million0.51% of portfolio