Selective Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
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 6,019 shares of SCHA stock, worth $165,462. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,019
Previous 6,407
6.06%
Holding current value
$165,462
Previous $304,000
1.64%
% of portfolio
0.13%
Previous 0.14%
Shares
22 transactions
Others Institutions Holding SCHA
# of Institutions
1,135Shares Held
233MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio