Wp Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Wp Advisors, LLC

$300 Million
Q1 2025

A detailed history of Wp Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wp Advisors, LLC holds 24,008 shares of SCHA stock, worth $548,102. This represents 0.19% of its overall portfolio holdings.

Number of Shares

24,008

Holding current value

$548,102

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$23.16 - $27.04 $556,025 - $649,176	24,008 New	24,008 $562,000

Others Institutions Holding SCHA

# of Institutions

1,259

Shares Held

246M

Call Options Held

58.5K

Put Options Held

4.8K

Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$603 Million
2.03% of portfolio
Bank Of America Corp Charlotte, NC

18.1M
Shares

$412 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

14.3M
Shares

$327 Million
0.45% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$240 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.1M
Shares

$116 Million
0.26% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
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