Rkl Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History
Rkl Wealth Management LLC
- $1.1 Billion
- Q3 2024
A detailed history of Rkl Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Rkl Wealth Management LLC holds 581,175 shares of SCHA stock, worth $15.1 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
581,175
Previous 598,771
2.94%
Holding current value
$15.1 Million
Previous $28.4 Million
5.35%
% of portfolio
2.71%
Previous 2.74%
Shares
30 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$576 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$320 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$274 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$190 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$77.9 Million0.34% of portfolio