Walkner Condon Financial Advisors LLC Schwab Strategic Tr Us Small C Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 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 11,542 shares of SCHA stock, worth $590,488. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,542
Previous 11,542
-0.0%
Holding current value
$590,488
Previous $547,000
-0.0%
% of portfolio
0.12%
Previous 0.12%
Shares
15 transactions
Others Institutions Holding SCHA
# of Institutions
1,122Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.45 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$611 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$538 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$377 Million0.51% of portfolio