Hamilton Point Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Hamilton Point Investment Advisors, LLC
- $597 Million
- Q2 2025
A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 1,064 shares of SCHA stock, worth $27,695. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,064
Previous 1,064
-0.0%
Holding current value
$27,695
Previous $24,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,274Shares Held
251MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$687 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$470 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$373 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$274 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$133 Million0.26% of portfolio