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 $1.62 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
66,883
Previous 34,771
92.35%
Holding current value
$1.62 Million
Previous $1.79 Million
3.41%
% of portfolio
0.04%
Previous 0.04%
Shares
30 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.12 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$613 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$333 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$254 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$152 Million0.05% of portfolio