Strategic Financial Concepts, LLC Schwab Strategic Tr Us Small C Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 2,263,925 shares of SCHA stock, worth $115 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
2,263,925
Previous 68,147
3222.12%
Holding current value
$115 Million
Previous $3.36 Billion
70.29%
% of portfolio
0.58%
Previous 0.81%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,120Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.42 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.12 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$607 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$534 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$374 Million0.51% of portfolio