Elser Financial Planning, Inc Schwab Strategic Tr Us Small C Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 2024
A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Elser Financial Planning, Inc holds 118,919 shares of SCHA stock, worth $3.01 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
118,919
Previous 63,871
86.19%
Holding current value
$3.01 Million
Previous $3.29 Billion
6.51%
% of portfolio
0.18%
Previous 4.77%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,248Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.17 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$640 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$348 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$266 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$159 Million0.05% of portfolio