Resource Planning Group Schwab Strategic Tr Us Small C Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Resource Planning Group holds 15,121 shares of SCHA stock, worth $421,271. This represents 0.45% of its overall portfolio holdings.
Number of Shares
15,121
Previous 17,485
13.52%
Holding current value
$421,271
Previous $724,000
1.38%
% of portfolio
0.45%
Previous 0.61%
Shares
21 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall 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