Finer Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History
Finer Wealth Management, Inc.
- $152 Million
- Q1 2024
A detailed history of Finer Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 5,897 shares of SCHA stock, worth $276,923. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,897Holding current value
$276,923% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,104Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.59 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$553 Million2.17% of portfolio
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Personal Capital Advisors Corp10.5MShares$494 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$404 Million0.1% of portfolio