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 $132,708. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,652
Previous 5,790
2.38%
Holding current value
$132,708
Previous $226,000
5.31%
% of portfolio
0.1%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,259Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$595 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$323 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio