Heirloom Wealth Management Schwab Strategic Tr Us Small C Transaction History
Heirloom Wealth Management
- $330 Million
- Q1 2025
A detailed history of Heirloom Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Heirloom Wealth Management holds 10,203 shares of SCHA stock, worth $223,649. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,203
Previous 10,203
-0.0%
Holding current value
$223,649
Previous $263,000
9.13%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,261Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.02 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$555 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$302 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$231 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$138 Million0.05% of portfolio