Schneider Downs Wealth Management Advisors, LP Schwab Strategic Tr Us Small C Transaction History
Schneider Downs Wealth Management Advisors, LP
- $439 Million
- Q2 2024
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 25,989 shares of SCHA stock, worth $1.33 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
25,989
Previous 27,095
4.08%
Holding current value
$1.33 Million
Previous $1.33 Million
7.57%
% of portfolio
0.28%
Previous 0.31%
Shares
24 transactions
Others Institutions Holding SCHA
# of Institutions
1,123Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.45 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$611 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$538 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$377 Million0.51% of portfolio