Destination Wealth Management Schwab Strategic Tr Us Small C Transaction History
Destination Wealth Management
- $3 Billion
- Q2 2024
A detailed history of Destination Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Destination Wealth Management holds 68,493 shares of SCHA stock, worth $1.88 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
68,493
Previous 69,917
2.04%
Holding current value
$1.88 Million
Previous $3.44 Million
5.61%
% of portfolio
0.11%
Previous 0.12%
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