Curbstone Financial Management Corp Schwab Strategic Tr Us Small C Transaction History
Curbstone Financial Management Corp
- $458 Million
- Q3 2024
A detailed history of Curbstone Financial Management Corp transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Curbstone Financial Management Corp holds 175,372 shares of SCHA stock, worth $4.82 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
175,372
Previous 183,212
4.28%
Holding current value
$4.82 Million
Previous $8.69 Million
3.89%
% of portfolio
1.97%
Previous 1.93%
Shares
29 transactions
Others Institutions Holding SCHA
# of Institutions
1,135Shares Held
233MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio