Stewardship Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Stewardship Advisors, LLC
- $347 Million
- Q1 2025
A detailed history of Stewardship Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Stewardship Advisors, LLC holds 17,904 shares of SCHA stock, worth $408,748. This represents 0.12% of its overall portfolio holdings.
Number of Shares
17,904
Previous 15,186
17.9%
Holding current value
$408,748
Previous $392,000
7.14%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,266Shares Held
273MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.06 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$578 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$314 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$240 Million2.07% of portfolio
-
Horizon Financial Services, LLC5.91MShares$135 Million5.83% of portfolio