Sea Crest Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Sea Crest Wealth Management, LLC
- $801 Million
- Q1 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 28,585 shares of SCHC stock, worth $1.02 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
28,585
Previous 28,236
1.24%
Holding current value
$1.02 Million
Previous $985,000
3.86%
% of portfolio
0.13%
Previous 0.12%
Shares
26 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio