Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Perissos Private Wealth Management, LLC
- $112 Billion
- Q2 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 7,805 shares of SCHA stock, worth $199,964. This represents 0.33% of its overall portfolio holdings.
Number of Shares
7,805
Previous 10,183
23.35%
Holding current value
$199,964
Previous $501 Million
26.14%
% of portfolio
0.33%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,131Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.23 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$566 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$306 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$270 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$189 Million0.51% of portfolio