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 $1.31 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
47,533
Previous 49,067
3.13%
Holding current value
$1.31 Million
Previous $2.33 Million
5.11%
% of portfolio
0.17%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,135Shares Held
233MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio