West Coast Financial LLC Schwab Strategic Tr Us Small C Transaction History
West Coast Financial LLC
- $907 Million
- Q4 2024
A detailed history of West Coast Financial LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, West Coast Financial LLC holds 19,488 shares of SCHA stock, worth $471,999. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,488
Previous 9,744
100.0%
Holding current value
$471,999
Previous $501,000
0.4%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,250Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.12 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$614 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$333 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$255 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$153 Million0.05% of portfolio