Stockman Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History
Stockman Wealth Management, Inc.
- $623 Million
- Q3 2024
A detailed history of Stockman Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 9,522 shares of SCHA stock, worth $263,092. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,522
Previous 9,307
2.31%
Holding current value
$263,092
Previous $441,000
11.11%
% of portfolio
0.08%
Previous 0.08%
Shares
26 transactions
Others Institutions Holding SCHA
# of Institutions
1,136Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$611 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$340 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$291 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$203 Million0.51% of portfolio