Family Firm, Inc. Schwab Strategic Tr Us Small C Transaction History
Family Firm, Inc.
- $413 Million
- Q1 2024
A detailed history of Family Firm, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Family Firm, Inc. holds 54,512 shares of SCHA stock, worth $2.59 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
54,512
Previous 57,003
4.37%
Holding current value
$2.59 Million
Previous $2.69 Million
0.3%
% of portfolio
0.65%
Previous 0.67%
Shares
23 transactions
Others Institutions Holding SCHA
# of Institutions
1,102Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.62 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$559 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$499 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$409 Million0.1% of portfolio