Wedmont Private Capital Schwab Strategic Tr Us Small C Transaction History
Wedmont Private Capital
- $1.99 Billion
- Q1 2025
A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wedmont Private Capital holds 38,459 shares of SCHA stock, worth $920,323. This represents 0.05% of its overall portfolio holdings.
Number of Shares
38,459
Previous 24,759
55.33%
Holding current value
$920,323
Previous $640,000
41.09%
% of portfolio
0.05%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,257Shares Held
247MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$632 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$432 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$343 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$252 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$122 Million0.26% of portfolio