Naples Global Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Naples Global Advisors, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Naples Global Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Naples Global Advisors, LLC holds 25,959 shares of SCHA stock, worth $723,217. This represents 0.13% of its overall portfolio holdings.
Number of Shares
25,959
Previous 26,048
0.34%
Holding current value
$723,217
Previous $1.24 Million
8.18%
% of portfolio
0.13%
Previous 0.13%
Shares
25 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio