Valued Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History
Valued Wealth Advisors LLC
- $192 Billion
- Q2 2025
A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 558 shares of SCHA stock, worth $15,780. This represents 0.01% of its overall portfolio holdings.
Number of Shares
558
Previous 558
-0.0%
Holding current value
$15,780
Previous $13.1 Million
7.98%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,277Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$946 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$538 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$438 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$297 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$155 Million0.28% of portfolio