Red Door Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Red Door Wealth Management, LLC
- $572 Million
- Q3 2024
A detailed history of Red Door Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 9,473 shares of SCHA stock, worth $263,917. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,473
Previous 9,354
1.27%
Holding current value
$263,917
Previous $443,000
9.93%
% of portfolio
0.09%
Previous 0.08%
Shares
11 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