My Purposeful Wealth Corp. Schwab Strategic Tr Us Small C Transaction History
My Purposeful Wealth Corp.
- $279 Billion
- Q2 2025
A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 204,578 shares of SCHA stock, worth $5.79 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
204,578
Previous 190,345
7.48%
Holding current value
$5.79 Million
Previous $4.46 Billion
18.53%
% of portfolio
1.9%
Previous 2.1%
Shares
11 transactions
Others Institutions Holding SCHA
# of Institutions
1,277Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$946 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$538 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$438 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$297 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$155 Million0.28% of portfolio