Abound Wealth Management Schwab Strategic Tr Us Small C Transaction History
Abound Wealth Management
- $427 Billion
- Q4 2025
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Abound Wealth Management holds 135,832 shares of SCHA stock, worth $3.73 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
135,832
Previous 135,142
0.51%
Holding current value
$3.73 Million
Previous $3.77 Billion
2.6%
% of portfolio
0.91%
Previous 0.94%
Shares
17 transactions
Others Institutions Holding SCHA
# of Institutions
1,328Shares Held
260MCall 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