Horizon Financial Services, LLC Schwab Strategic Tr Us Small C Transaction History
Horizon Financial Services, LLC
- $163 Million
- Q3 2024
A detailed history of Horizon Financial Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Horizon Financial Services, LLC holds 127,678 shares of SCHA stock, worth $3.56 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
127,678
Previous 123,613
3.29%
Holding current value
$3.56 Million
Previous $5.87 Million
12.11%
% of portfolio
4.04%
Previous 3.83%
Shares
14 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio