Mission Wealth Management, LP Schwab Strategic Tr Intl Small Transaction History
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Mission Wealth Management, LP holds 162,969 shares of SCHC stock, worth $6.1 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
162,969
Previous 168,157
3.09%
Holding current value
$6.1 Million
Previous $5.77 Million
2.08%
% of portfolio
0.15%
Previous 0.14%
Shares
31 transactions
Others Institutions Holding SCHC
# of Institutions
456Shares Held
46.2MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.98MShares$187 Million0.12% of portfolio
-
Savant Capital, LLC2.85MShares$107 Million0.8% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$62.8 Million0.21% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.66MShares$62.3 Million2.46% of portfolio
-
Envestnet Asset Management Inc1.55MShares$58.2 Million0.02% of portfolio