Element Wealth, LLC Schwab Strategic Tr Us Small C Transaction History
Element Wealth, LLC
- $187 Million
- Q3 2024
A detailed history of Element Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Element Wealth, LLC holds 56,985 shares of SCHA stock, worth $1.59 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
56,985
Previous 57,738
1.3%
Holding current value
$1.59 Million
Previous $2.74 Million
7.12%
% of portfolio
1.57%
Previous 1.55%
Shares
20 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio