Ci Private Wealth, LLC Schwab Strategic Tr Us Small C Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 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 592,191 shares of SCHA stock, worth $15.5 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
592,191
Previous 560,428
5.67%
Holding current value
$15.5 Million
Previous $26.6 Million
14.68%
% of portfolio
0.04%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$580 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$322 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$276 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$192 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$78.4 Million0.34% of portfolio