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 $136,552. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,652
Previous 5,790
2.38%
Holding current value
$136,552
Previous $226,000
5.31%
% of portfolio
0.1%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,256Shares Held
245MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$638 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$436 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$346 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$254 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$123 Million0.26% of portfolio