Fsa Wealth Management LLC Schwab Strategic Tr Intl Small Transaction History
Fsa Wealth Management LLC
- $229 Million
- Q1 2024
A detailed history of Fsa Wealth Management LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Fsa Wealth Management LLC holds 437 shares of SCHC stock, worth $15,561. This represents 0.01% of its overall portfolio holdings.
Number of Shares
437
Previous 429
1.86%
Holding current value
$15,561
Previous $15,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio