Somerset Group LLC Schwab Strategic Tr Us Small C Transaction History
Somerset Group LLC
- $107 Million
- Q3 2024
A detailed history of Somerset Group LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Somerset Group LLC holds 6,539 shares of SCHA stock, worth $176,029. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,539
Previous 6,539
-0.0%
Holding current value
$176,029
Previous $310,000
8.39%
% of portfolio
0.32%
Previous 0.28%
Shares
25 transactions
Others Institutions Holding SCHA
# of Institutions
1,158Shares Held
165MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$596 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$331 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$283 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$197 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$114 Million3.94% of portfolio