Wedgewood Investors Inc Schwab Strategic Tr Us Small C Transaction History
Wedgewood Investors Inc
- $89.7 Million
- Q3 2024
A detailed history of Wedgewood Investors Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wedgewood Investors Inc holds 4,672 shares of SCHA stock, worth $129,087. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,672
Previous 4,672
-0.0%
Holding current value
$129,087
Previous $221,000
8.6%
% of portfolio
0.27%
Previous 0.27%
Shares
6 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