Sierra Summit Advisors LLC Schwab Strategic Tr Us Small C Transaction History
Sierra Summit Advisors LLC
- $435 Billion
- Q3 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 $192,401. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,906
Previous 6,906
-0.0%
Holding current value
$192,401
Previous $328 Million
8.54%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio