Consilium Wealth Advisory, LLC Schwab Strategic Tr Us Small C Transaction History
Consilium Wealth Advisory, LLC
- $182 Million
- Q2 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 84,200 shares of SCHA stock, worth $4.31 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
84,200
Previous 117,537
28.36%
Holding current value
$4.31 Million
Previous $5.79 Million
30.97%
% of portfolio
2.2%
Previous 3.27%
Shares
11 transactions
Others Institutions Holding SCHA
# of Institutions
1,122Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.45 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$611 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$538 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$377 Million0.51% of portfolio