Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History
Jamison Private Wealth Management, Inc.
- $602 Billion
- Q2 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 4,557 shares of SCHA stock, worth $227,576. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,557
Previous 4,984
8.57%
Holding current value
$227,576
Previous $245 Million
11.89%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,114Shares Held
226MCall Options Held
56KPut Options Held
18.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.81 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.07 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$589 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$525 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$430 Million0.1% of portfolio