Triangle Securities Wealth Management Schwab Strategic Tr Us Small C Transaction History
Triangle Securities Wealth Management
- $349 Million
- Q2 2024
A detailed history of Triangle Securities Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Triangle Securities Wealth Management holds 48,958 shares of SCHA stock, worth $2.41 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
48,958
Previous 48,688
0.55%
Holding current value
$2.41 Million
Previous $2.4 Million
3.09%
% of portfolio
0.67%
Previous 0.69%
Shares
22 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.29 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.09 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$589 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$518 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$363 Million0.51% of portfolio