Selective Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 10,660 shares of SCHA stock, worth $233,667. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,660
Previous 11,330
5.91%
Holding current value
$233,667
Previous $292,000
14.38%
% of portfolio
0.1%
Previous 0.12%
Shares
24 transactions
Others Institutions Holding SCHA
# of Institutions
1,261Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.02 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$555 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$302 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$231 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$138 Million0.05% of portfolio