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 $1.57 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
56,985
Previous 57,738
1.3%
Holding current value
$1.57 Million
Previous $2.74 Million
7.12%
% of portfolio
1.57%
Previous 1.55%
Shares
20 transactions
Others Institutions Holding SCHA
# of Institutions
1,135Shares Held
233MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio