Fin Dec Wealth Services, Inc. Schwab Strategic Tr Us Small C Transaction History
Fin Dec Wealth Services, Inc.
- $158 Billion
- Q2 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 17,929 shares of SCHA stock, worth $492,868. This represents 0.54% of its overall portfolio holdings.
Number of Shares
17,929
Previous 18,355
2.32%
Holding current value
$492,868
Previous $904 Million
5.87%
% of portfolio
0.54%
Previous 0.57%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,134Shares Held
234MCall 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