Courage Miller Partners, LLC Schwab Strategic Tr Us Small C Transaction History
Courage Miller Partners, LLC
- $284 Million
- Q1 2024
A detailed history of Courage Miller Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Courage Miller Partners, LLC holds 165,823 shares of SCHA stock, worth $7.83 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
165,823
Previous 161,629
2.59%
Holding current value
$7.83 Million
Previous $7.64 Million
6.94%
% of portfolio
2.87%
Previous 2.89%
Shares
26 transactions
Others Institutions Holding SCHA
# of Institutions
1,104Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.61 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$557 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$497 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$407 Million0.1% of portfolio