Horizons Wealth Management Schwab Strategic Tr Us Small C Transaction History
Horizons Wealth Management
- $131 Million
- Q4 2024
A detailed history of Horizons Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Horizons Wealth Management holds 8,346 shares of SCHA stock, worth $222,003. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,346
Previous 4,173
100.0%
Holding current value
$222,003
Previous $214,000
0.47%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,235Shares Held
270MCall Options Held
64.2KPut Options Held
3K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio