Global Financial Private Client, LLC Schwab Strategic Tr Us Small C Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q4 2024
A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Global Financial Private Client, LLC holds 796 shares of SCHA stock, worth $18,690. This represents 0.01% of its overall portfolio holdings.
Number of Shares
796
Previous 398
100.0%
Holding current value
$18,690
Previous $20.5 Million
0.43%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,255Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$595 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$323 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio