Strategic Equity Management Schwab Strategic Tr Us Small C Transaction History
Strategic Equity Management
- $208 Million
- Q4 2024
A detailed history of Strategic Equity Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Equity Management holds 45,123 shares of SCHA stock, worth $1.16 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
45,123
Previous 30,146
49.68%
Holding current value
$1.16 Million
Previous $1.55 Million
24.87%
% of portfolio
0.56%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,242Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.19 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$649 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$352 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$269 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$162 Million0.05% of portfolio