Wall Street Access Asset Management, LLC Schwab Strategic Tr Us Small C Transaction History
Wall Street Access Asset Management, LLC
- $263 Million
- Q4 2024
A detailed history of Wall Street Access Asset Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 23,848 shares of SCHA stock, worth $634,356. This represents 0.23% of its overall portfolio holdings.
Number of Shares
23,848
Previous 11,924
100.0%
Holding current value
$634,356
Previous $614,000
0.33%
% of portfolio
0.23%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,235Shares Held
270MCall Options Held
64.2KPut Options Held
3K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio