Wilkins Miller Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Wilkins Miller Wealth Management, LLC
- $161 Billion
- Q3 2025
A detailed history of Wilkins Miller Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 183,053 shares of SCHA stock, worth $5.02 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
183,053
Previous 175,775
4.14%
Holding current value
$5.02 Million
Previous $4.45 Billion
14.18%
% of portfolio
3.14%
Previous 3.03%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,324Shares Held
261MCall 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