Steele Capital Management, Inc. Schwab Strategic Tr Us Small C Transaction History
Steele Capital Management, Inc.
- $1.92 Trillion
- Q1 2025
A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 1,623,361 shares of SCHA stock, worth $36.9 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
1,623,361
Previous 1,607,261
1.0%
Holding current value
$36.9 Million
Previous $41.6 Billion
8.42%
% of portfolio
1.98%
Previous 2.16%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,260Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.05 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$576 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$313 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$239 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$143 Million0.05% of portfolio