Tradewinds Capital Management, LLC Schwab Strategic Tr Us Small C Transaction History
Tradewinds Capital Management, LLC
- $395 Million
- Q2 2025
A detailed history of Tradewinds Capital Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Tradewinds Capital Management, LLC holds 120,375 shares of SCHA stock, worth $3.1 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
120,375
Previous 110,509
8.93%
Holding current value
$3.1 Million
Previous $2.59 Million
17.61%
% of portfolio
0.77%
Previous 0.7%
Shares
32 transactions
Others Institutions Holding SCHA
# of Institutions
1,268Shares Held
255MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$862 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$465 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$369 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$271 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$131 Million0.26% of portfolio