Wealth Architects, LLC Schwab Strategic Tr Us Small C Transaction History
Wealth Architects, LLC
- $827 Million
- Q4 2024
A detailed history of Wealth Architects, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wealth Architects, LLC holds 133,224 shares of SCHA stock, worth $3.54 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
133,224
Previous 66,670
99.83%
Holding current value
$3.54 Million
Previous $3.43 Million
0.35%
% of portfolio
0.42%
Previous 0.4%
Shares
20 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