Abound Wealth Management Schwab Strategic Tr Us Small C Transaction History
Abound Wealth Management
- $271 Billion
- Q2 2024
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 32,999 shares of SCHA stock, worth $854,014. This represents 0.58% of its overall portfolio holdings.
Number of Shares
32,999
Previous 33,621
1.85%
Holding current value
$854,014
Previous $1.66 Billion
5.42%
% of portfolio
0.58%
Previous 0.63%
Shares
11 transactions
Others Institutions Holding SCHA
# of Institutions
1,128Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.25 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$572 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$309 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$272 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$190 Million0.51% of portfolio