Leo H. Evart, Inc. Schwab Strategic Tr Us Small C Transaction History
Leo H. Evart, Inc.
- $65.2 Billion
- Q3 2023
A detailed history of Leo H. Evart, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Leo H. Evart, Inc. holds 31,481 shares of SCHA stock, worth $1.48 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
31,481
Previous 34,328
8.29%
Holding current value
$1.48 Million
Previous $1.5 Billion
13.28%
% of portfolio
2.0%
Previous 2.09%
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,104Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.59 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$553 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$494 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$404 Million0.1% of portfolio