Moran Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Moran Wealth Management, LLC
- $3.02 Billion
- Q1 2024
A detailed history of Moran Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Moran Wealth Management, LLC holds 19,259 shares of SCHC stock, worth $685,812. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,259
Previous 14,548
32.38%
Holding current value
$685,812
Previous $507,000
35.9%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio