Summit Place Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Summit Place Financial Advisors, LLC
- $162 Million
- Q2 2024
A detailed history of Summit Place Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 25,770 shares of SCHA stock, worth $1.32 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
25,770
Previous 27,120
4.98%
Holding current value
$1.32 Million
Previous $1.34 Million
8.46%
% of portfolio
0.75%
Previous 0.83%
Shares
17 transactions
Others Institutions Holding SCHA
# of Institutions
1,122Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.45 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$611 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$538 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$377 Million0.51% of portfolio