Wetherby Asset Management Inc Schwab Strategic Tr Us Small C Transaction History
Wetherby Asset Management Inc
- $2.08 Billion
- Q2 2024
A detailed history of Wetherby Asset Management Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wetherby Asset Management Inc holds 6,865 shares of SCHA stock, worth $352,998. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,865
Previous 6,865
-0.0%
Holding current value
$352,998
Previous $338,000
3.85%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.48 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.14 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$614 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$541 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$378 Million0.51% of portfolio