Cfs Investment Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History
Cfs Investment Advisory Services, LLC
- $1.22 Billion
- Q2 2025
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,268Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$862 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$490 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$399 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$271 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$141 Million0.28% of portfolio