Columbia Advisory Partners LLC Schwab Strategic Tr Us Small C Transaction History
Columbia Advisory Partners LLC
- $101 Million
- Q3 2024
A detailed history of Columbia Advisory Partners LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 8,176 shares of SCHA stock, worth $220,097. This represents 0.42% of its overall portfolio holdings.
Number of Shares
8,176
Previous 15,498
47.24%
Holding current value
$220,097
Previous $735,000
42.72%
% of portfolio
0.42%
Previous 0.76%
Shares
12 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$596 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$331 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$283 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$197 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$80.6 Million0.34% of portfolio