Whipplewood Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 9,275 shares of SCHA stock, worth $247,549. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,275Holding current value
$247,549% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,168Shares Held
190MCall Options Held
55.6KPut Options Held
7.8K-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$676 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$591 Million0.1% of portfolio
-
Personal Capital Advisors Corp10.5MShares$281 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$195 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$113 Million3.94% of portfolio