Cutler Investment Counsel LLC Schwab Strategic Tr Us Small C Transaction History
Cutler Investment Counsel LLC
- $783 Million
- Q4 2024
A detailed history of Cutler Investment Counsel LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cutler Investment Counsel LLC holds 165,420 shares of SCHA stock, worth $4.4 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
165,420
Previous 78,572
110.53%
Holding current value
$4.4 Million
Previous $4.05 Million
5.71%
% of portfolio
0.55%
Previous 0.51%
Shares
13 transactions
Others Institutions Holding SCHA
# of Institutions
1,235Shares Held
270MCall Options Held
64.2KPut Options Held
3K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio