Phillips Financial Management, LLC Schwab Strategic Tr Us Small C Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 58,393 shares of SCHA stock, worth $1.63 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
58,393
Previous 56,696
2.99%
Holding current value
$1.63 Million
Previous $2.69 Million
11.78%
% of portfolio
0.24%
Previous 0.23%
Shares
19 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