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 $415,676. This represents 0.45% of its overall portfolio holdings.
Number of Shares
15,121
Previous 17,485
13.52%
Holding current value
$415,676
Previous $724,000
1.38%
% of portfolio
0.45%
Previous 0.61%
Shares
21 transactions
Others Institutions Holding SCHA
# of Institutions
1,135Shares Held
233MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio