Wfa Of San Diego, LLC Schwab Strategic Tr Us Small C Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 400 shares of SCHA stock, worth $10,652. This represents 0.02% of its overall portfolio holdings.
Number of Shares
400
Previous 398
0.5%
Holding current value
$10,652
Previous $18,000
11.11%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,239Shares Held
271MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$675 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