Transform Wealth, LLC Schwab Strategic Tr Us Small C Transaction History
Transform Wealth, LLC
- $1.02 Billion
- Q1 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 40,751 shares of SCHA stock, worth $1.91 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
40,751
Previous 37,209
9.52%
Holding current value
$1.91 Million
Previous $1.76 Million
14.17%
% of portfolio
0.2%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,105Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.59 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$554 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$494 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$405 Million0.1% of portfolio