Copperwynd Financial, LLC Schwab Strategic Tr Us Small C Transaction History
Copperwynd Financial, LLC
- $330 Million
- Q3 2024
A detailed history of Copperwynd Financial, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Copperwynd Financial, LLC holds 109,487 shares of SCHA stock, worth $2.81 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
109,487
Previous 103,089
6.21%
Holding current value
$2.81 Million
Previous $4.89 Million
15.27%
% of portfolio
1.71%
Previous 1.54%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,133Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.23 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$566 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$306 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$270 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$189 Million0.51% of portfolio