Paragon Wealth Strategies, LLC Schwab Strategic Tr Us Small C Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
A detailed history of Paragon Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Paragon Wealth Strategies, LLC holds 5,458 shares of SCHA stock, worth $256,307. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,458
Previous 5,074
7.57%
Holding current value
$256,307
Previous $210,000
22.38%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,104Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.59 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$553 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$494 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$404 Million0.1% of portfolio