Sierra Summit Advisors LLC Schwab Strategic Tr Us Small C Transaction History
Sierra Summit Advisors LLC
- $403 Billion
- Q2 2024
A detailed history of Sierra Summit Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 6,906 shares of SCHA stock, worth $340,189. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,906
Previous 7,435
7.11%
Holding current value
$340,189
Previous $366 Million
10.49%
% of portfolio
0.08%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.29 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.09 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$589 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$518 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$363 Million0.51% of portfolio