Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History
Jamison Private Wealth Management, Inc.
- $677 Billion
- Q4 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 9,597 shares of SCHA stock, worth $242,516. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,597
Previous 4,567
110.14%
Holding current value
$242,516
Previous $235 Million
5.52%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,248Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.17 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$640 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$348 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$266 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$159 Million0.05% of portfolio