Wedgewood Investors Inc Schwab Strategic Tr Us Small C Transaction History
Wedgewood Investors Inc
- $83.1 Million
- Q4 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 9,344 shares of SCHA stock, worth $248,550. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,344
Previous 4,672
100.0%
Holding current value
$248,550
Previous $240,000
0.42%
% of portfolio
0.29%
Previous 0.27%
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