Michels Family Financial, LLC Schwab Strategic Tr Us Small C Transaction History
Michels Family Financial, LLC
- $117 Billion
- Q2 2025
A detailed history of Michels Family Financial, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Michels Family Financial, LLC holds 16,032 shares of SCHA stock, worth $446,972. This represents 0.35% of its overall portfolio holdings.
Number of Shares
16,032
Previous 15,983
0.31%
Holding current value
$446,972
Previous $374 Million
8.31%
% of portfolio
0.35%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,278Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$932 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$530 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$432 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$153 Million0.28% of portfolio