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 $4.89 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
175,372
Previous 183,212
4.28%
Holding current value
$4.89 Million
Previous $8.69 Million
3.89%
% of portfolio
1.97%
Previous 1.93%
Shares
29 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio