Keel Point, LLC Schwab Strategic Tr Us Small C Transaction History
Keel Point, LLC
- $1.24 Billion
- Q4 2024
A detailed history of Keel Point, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Keel Point, LLC holds 20,586 shares of SCHA stock, worth $468,125. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,586
Previous 10,366
98.59%
Holding current value
$468,125
Previous $533,000
0.19%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,260Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.05 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$576 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$313 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$239 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$143 Million0.05% of portfolio