Transform Wealth, LLC Schwab Strategic Tr Us Small C Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Transform Wealth, LLC holds 47,533 shares of SCHA stock, worth $1.28 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
47,533
Previous 49,067
3.13%
Holding current value
$1.28 Million
Previous $2.33 Million
5.11%
% of portfolio
0.17%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$596 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$331 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$283 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$197 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$80.6 Million0.34% of portfolio