Coldstream Capital Management Inc Schwab Strategic Tr Us Small C Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q4 2024
A detailed history of Coldstream Capital Management Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Coldstream Capital Management Inc holds 66,883 shares of SCHA stock, worth $1.69 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
66,883
Previous 34,771
92.35%
Holding current value
$1.69 Million
Previous $1.79 Million
3.41%
% of portfolio
0.04%
Previous 0.04%
Shares
30 transactions
Others Institutions Holding SCHA
# of Institutions
1,248Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.17 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$640 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$348 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$266 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$159 Million0.05% of portfolio