Diligent Investors, LLC Schwab Strategic Tr Us Small C Transaction History
Diligent Investors, LLC
- $369 Million
- Q1 2024
A detailed history of Diligent Investors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Diligent Investors, LLC holds 78,411 shares of SCHA stock, worth $3.7 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
78,411
Previous 80,592
2.71%
Holding current value
$3.7 Million
Previous $3.81 Million
1.39%
% of portfolio
1.05%
Previous 1.11%
Shares
19 transactions
Others Institutions Holding SCHA
# of Institutions
1,105Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.6 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$556 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$496 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$406 Million0.1% of portfolio