Souders Financial Advisors Schwab Strategic Tr Us Small C Transaction History
Souders Financial Advisors
- $639 Million
- Q2 2024
A detailed history of Souders Financial Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Souders Financial Advisors holds 217,175 shares of SCHA stock, worth $11.1 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
217,175
Previous 209,225
3.8%
Holding current value
$11.1 Million
Previous $10.3 Million
0.02%
% of portfolio
1.61%
Previous 1.69%
Shares
18 transactions
Others Institutions Holding SCHA
# of Institutions
1,122Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.45 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$611 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$538 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$377 Million0.51% of portfolio