Curated Wealth Partners LLC Schwab Strategic Tr Us Small C Transaction History
Curated Wealth Partners LLC
- $769 Million
- Q3 2024
A detailed history of Curated Wealth Partners LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Curated Wealth Partners LLC holds 7,000 shares of SCHA stock, worth $358,120. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,000Holding current value
$358,120% of portfolio
0.05%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
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