Sax Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,909 shares of SCHA stock, worth $220,502. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,909Holding current value
$220,502% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,297Shares Held
259MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$932 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$530 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$432 Million0.47% of portfolio
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Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$153 Million0.28% of portfolio