One Ascent Financial Services LLC Schwab Strategic Tr Intl Small Transaction History
One Ascent Financial Services LLC
- $905 Million
- Q1 2024
A detailed history of One Ascent Financial Services LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, One Ascent Financial Services LLC holds 23,210 shares of SCHC stock, worth $826,508. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,210
Previous 26,971
13.94%
Holding current value
$826,508
Previous $941,000
11.69%
% of portfolio
0.09%
Previous 0.12%
Shares
3 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