Wilbanks Smith & Thomas Asset Management LLC Schwab Strategic Tr Us Small C Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 9,911 shares of SCHA stock, worth $276,318. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,911
Previous 9,795
1.18%
Holding current value
$276,318
Previous $462,000
5.63%
% of portfolio
0.01%
Previous 0.01%
Shares
23 transactions
Others Institutions Holding SCHA
# of Institutions
1,280Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$932 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$530 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$432 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$153 Million0.28% of portfolio