Whelan Financial Schwab Strategic Tr Us Small C Transaction History
Whelan Financial
- $243 Million
- Q3 2024
A detailed history of Whelan Financial transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Whelan Financial holds 37,279 shares of SCHA stock, worth $1.02 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
37,279
Previous 37,972
1.83%
Holding current value
$1.02 Million
Previous $1.8 Million
6.55%
% of portfolio
0.79%
Previous 0.8%
Shares
13 transactions
Others Institutions Holding SCHA
# of Institutions
1,135Shares Held
233MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio