Cva Family Office, LLC Schwab Strategic Tr Us Small C Transaction History
Cva Family Office, LLC
- $550 Million
- Q2 2024
A detailed history of Cva Family Office, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cva Family Office, LLC holds 14,497 shares of SCHA stock, worth $732,098. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,497
Previous 18,165
20.19%
Holding current value
$732,098
Previous $894,000
23.15%
% of portfolio
0.12%
Previous 0.16%
Shares
19 transactions
Others Institutions Holding SCHA
# of Institutions
1,116Shares Held
226MCall Options Held
56KPut Options Held
18.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.86 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.08 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$603 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$531 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$435 Million0.1% of portfolio