Safeguard Financial, LLC Schwab Strategic Tr Us Small C Transaction History
Safeguard Financial, LLC
- $458 Million
- Q4 2024
A detailed history of Safeguard Financial, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Safeguard Financial, LLC holds 170,211 shares of SCHA stock, worth $4.3 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
170,211
Previous 79,815
113.26%
Holding current value
$4.3 Million
Previous $4.11 Million
7.08%
% of portfolio
0.96%
Previous 0.97%
Shares
12 transactions
Others Institutions Holding SCHA
# of Institutions
1,248Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.17 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$640 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$348 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$266 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$159 Million0.05% of portfolio