Sequent Planning LLC Schwab Strategic Tr Us Small C Transaction History
Sequent Planning LLC
- $352 Billion
- Q3 2025
A detailed history of Sequent Planning LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sequent Planning LLC holds 45,878 shares of SCHA stock, worth $1.26 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
45,878Holding current value
$1.26 Million% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,324Shares Held
261MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
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Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio