Walkner Condon Financial Advisors LLC Schwab Strategic Tr Us Small C Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 11,249 shares of SCHA stock, worth $310,809. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,249
Previous 11,542
2.54%
Holding current value
$310,809
Previous $547,000
5.85%
% of portfolio
0.12%
Previous 0.12%
Shares
16 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$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$611 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$340 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$291 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$203 Million0.51% of portfolio