Matrix Trust CO Schwab Strategic Tr Us Small C Transaction History
Matrix Trust CO
- $443 Million
- Q2 2024
A detailed history of Matrix Trust CO transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Matrix Trust CO holds 185,745 shares of SCHA stock, worth $9.55 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
185,745
Previous 187,697
1.04%
Holding current value
$9.55 Million
Previous $9.24 Million
4.63%
% of portfolio
1.99%
Previous 2.09%
Shares
21 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.48 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.14 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$614 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$541 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$378 Million0.51% of portfolio