Kozak & Associates, Inc. Schwab Strategic Tr Us Small C Transaction History
Kozak & Associates, Inc.
- $482 Million
- Q2 2025
A detailed history of Kozak & Associates, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kozak & Associates, Inc. holds 8,378 shares of SCHA stock, worth $215,901. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,378
Previous 8,350
0.34%
Holding current value
$215,901
Previous $196,000
7.65%
% of portfolio
0.04%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,269Shares Held
258MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$862 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$490 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$399 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$271 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$141 Million0.28% of portfolio