Wiser Advisor Group LLC Schwab Strategic Tr Us Small C Transaction History
Wiser Advisor Group LLC
- $68.8 Billion
- Q4 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 42,132 shares of SCHA stock, worth $1.02 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
42,132
Previous 20,965
100.96%
Holding current value
$1.02 Million
Previous $1.08 Billion
0.91%
% of portfolio
1.58%
Previous 1.61%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,249Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.12 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$614 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$333 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$255 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$153 Million0.05% of portfolio