Grant Private Wealth Management Inc Schwab Strategic Tr Us Small C Transaction History
Grant Private Wealth Management Inc
- $92.7 Billion
- Q1 2025
A detailed history of Grant Private Wealth Management Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Grant Private Wealth Management Inc holds 10,312 shares of SCHA stock, worth $249,137. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,312
Previous 10,512
1.9%
Holding current value
$249,137
Previous $272 Million
11.12%
% of portfolio
0.26%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,256Shares Held
245MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$638 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$436 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$346 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$254 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$123 Million0.26% of portfolio