Youngs Advisory Group, Inc. Schwab Strategic Tr Us Small C Transaction History
Youngs Advisory Group, Inc.
- $262 Million
- Q2 2025
A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 445,992 shares of SCHA stock, worth $11.5 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
445,992
Previous 461,121
3.28%
Holding current value
$11.5 Million
Previous $10.8 Million
4.43%
% of portfolio
4.3%
Previous 4.51%
Shares
29 transactions
Others Institutions Holding SCHA
# of Institutions
1,274Shares Held
250MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$681 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$466 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$370 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$271 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$131 Million0.26% of portfolio