Ae Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ae Wealth Management LLC holds 24,091 shares of SCHA stock, worth $557,947. This represents 0.01% of its overall portfolio holdings.
Number of Shares
24,091
Previous 11,510
109.3%
Holding current value
$557,947
Previous $592,000
5.07%
% of portfolio
0.01%
Previous 0.01%
Shares
25 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.07 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$587 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$319 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$244 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$146 Million0.05% of portfolio