J.W. Cole Advisors, Inc. Schwab Strategic Tr Intl Small Transaction History
J.W. Cole Advisors, Inc.
- $1.95 Billion
- Q1 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 10,350 shares of SCHC stock, worth $368,563. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,350
Previous 11,283
8.27%
Holding current value
$368,563
Previous $393,000
5.85%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio