Client 1 St Advisory Group, LLC Schwab Strategic Tr Us Small C Transaction History
Client 1 St Advisory Group, LLC
- $230 Million
- Q2 2024
A detailed history of Client 1 St Advisory Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 9,060 shares of SCHA stock, worth $254,767. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,060
Previous 10,022
9.6%
Holding current value
$254,767
Previous $493,000
12.98%
% of portfolio
0.19%
Previous 0.22%
Shares
14 transactions
Others Institutions Holding SCHA
# of Institutions
1,146Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$622 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$346 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$296 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$206 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$84.1 Million0.34% of portfolio