Heirloom Wealth Management Schwab Strategic Tr Us Small C Transaction History
Heirloom Wealth Management
- $279 Million
- Q1 2024
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 4,648 shares of SCHA stock, worth $237,326. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,648
Previous 5,218
10.92%
Holding current value
$237,326
Previous $246,000
7.32%
% of portfolio
0.08%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,112Shares 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, CO11.8MShares$602 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$537 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$440 Million0.1% of portfolio