Planning Alternatives LTD Schwab Strategic Tr Us Small C Transaction History
Planning Alternatives LTD
- $618 Million
- Q2 2024
A detailed history of Planning Alternatives LTD transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Planning Alternatives LTD holds 8,101 shares of SCHA stock, worth $399,055. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,101
Previous 8,229
1.56%
Holding current value
$399,055
Previous $405,000
5.19%
% of portfolio
0.06%
Previous 0.07%
Shares
28 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.29 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.09 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$589 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$518 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$363 Million0.51% of portfolio