Visionary Wealth Advisors Schwab Strategic Tr Us Small C Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 2024
A detailed history of Visionary Wealth Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Visionary Wealth Advisors holds 346,554 shares of SCHA stock, worth $9.33 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
346,554
Previous 361,746
4.2%
Holding current value
$9.33 Million
Previous $17.2 Million
3.98%
% of portfolio
1.14%
Previous 1.17%
Shares
20 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