K2 Financial Inc. Schwab Strategic Tr Us Small C Transaction History
K2 Financial Inc.
- $113 Billion
- Q2 2025
A detailed history of K2 Financial Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, K2 Financial Inc. holds 164,965 shares of SCHA stock, worth $4.48 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
164,965
Previous 159,785
3.24%
Holding current value
$4.48 Million
Previous $3.41 Billion
23.95%
% of portfolio
3.73%
Previous 3.35%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,279Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$909 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$517 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$421 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$286 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$149 Million0.28% of portfolio