Sheets Smith Wealth Management Schwab Strategic Tr Us Small C Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
A detailed history of Sheets Smith Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sheets Smith Wealth Management holds 46,232 shares of SCHA stock, worth $1.01 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
46,232
Previous 45,328
1.99%
Holding current value
$1.01 Million
Previous $1.17 Million
7.59%
% of portfolio
0.14%
Previous 0.15%
Shares
23 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