Cfc Planning CO LLC Schwab Strategic Tr Us Small C Transaction History

Cfc Planning CO LLC

$93.4 Billion
Q4 2024

A detailed history of Cfc Planning CO LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cfc Planning CO LLC holds 8,989 shares of SCHA stock, worth $239,466. This represents 0.25% of its overall portfolio holdings.

Number of Shares

8,989

Holding current value

$239,466

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$25.33 - $51.16 $227,691 - $459,877	8,989 New	8,989 $232 Million

Others Institutions Holding SCHA

# of Institutions

1,166

Shares Held

173M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$590 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$328 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$280 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$195 Million
0.5% of portfolio
Advisory Alpha, LLC

4.23M
Shares

$113 Million
3.94% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Cfc Planning CO LLC Schwab Strategic Tr Us Small C Transaction History