Holistic Financial Partners Schwab Strategic Tr Us Small C Transaction History
Holistic Financial Partners
- $188 Million
- Q2 2024
A detailed history of Holistic Financial Partners transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Holistic Financial Partners holds 6,421 shares of SCHA stock, worth $330,167. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,421
Previous 6,421
-0.0%
Holding current value
$330,167
Previous $316,000
3.8%
% of portfolio
0.16%
Previous 0.17%
Shares
26 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.48 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.14 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$614 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$541 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$378 Million0.51% of portfolio