Wiser Advisor Group LLC Schwab Strategic Tr Us Small C Transaction History
Wiser Advisor Group LLC
- $63.6 Billion
- Q2 2024
A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wiser Advisor Group LLC holds 20,862 shares of SCHA stock, worth $573,496. This represents 1.56% of its overall portfolio holdings.
Number of Shares
20,862
Previous 21,166
1.44%
Holding current value
$573,496
Previous $1.04 Billion
5.06%
% of portfolio
1.56%
Previous 1.63%
Shares
3 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