Dowling & Yahnke LLC Schwab Strategic Tr Us Small C Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Dowling & Yahnke LLC holds 5,652 shares of SCHA stock, worth $157,577. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,652
Previous 5,790
2.38%
Holding current value
$157,577
Previous $226,000
5.31%
% of portfolio
0.1%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,298Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$932 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$530 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$432 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$153 Million0.28% of portfolio