Mission Wealth Management, LP Schwab Strategic Tr Us Small C Transaction History
Mission Wealth Management, LP
- $3.75 Billion
- Q2 2024
A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Mission Wealth Management, LP holds 76,820 shares of SCHA stock, worth $3.95 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
76,820
Previous 81,444
5.68%
Holding current value
$3.95 Million
Previous $4.01 Million
9.1%
% of portfolio
0.1%
Previous 0.11%
Shares
27 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