Ci Private Wealth, LLC Schwab Strategic Tr Us Small C Transaction History
Ci Private Wealth, LLC
- $63.6 Billion
- Q1 2024
A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 556,449 shares of SCHA stock, worth $27.8 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
556,449
Previous 564,724
1.47%
Holding current value
$27.8 Million
Previous $26.7 Million
2.71%
% of portfolio
0.04%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,110Shares Held
226MCall Options Held
56KPut Options Held
18.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.81 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.06 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$588 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$525 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$430 Million0.1% of portfolio