Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Perissos Private Wealth Management, LLC
- $110 Billion
- Q1 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 10,183 shares of SCHA stock, worth $483,183. This represents 0.45% of its overall portfolio holdings.
Number of Shares
10,183Holding current value
$483,183% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,102Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.62 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$559 Million2.17% of portfolio
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Personal Capital Advisors Corp10.5MShares$499 Million2.07% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$409 Million0.1% of portfolio