Wp Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Wp Advisors, LLC
- $392 Million
- Q3 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 24,164 shares of SCHA stock, worth $662,818. This represents 0.17% of its overall portfolio holdings.
Number of Shares
24,164
Previous 24,087
0.32%
Holding current value
$662,818
Previous $609,000
10.67%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,325Shares Held
260MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio