Great Waters Wealth Management Schwab Strategic Tr Us Small C Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Great Waters Wealth Management holds 25,199 shares of SCHA stock, worth $1.29 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
25,199
Previous 25,779
2.25%
Holding current value
$1.29 Million
Previous $1.27 Billion
5.8%
% of portfolio
0.18%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,116Shares Held
226MCall Options Held
56KPut Options Held
18.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.9 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$610 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$537 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$439 Million0.1% of portfolio