Athena Investment Management Schwab Strategic Tr Us Small C Transaction History
Athena Investment Management
- $161 Million
- Q4 2024
A detailed history of Athena Investment Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Athena Investment Management holds 325,496 shares of SCHA stock, worth $7.64 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
325,496
Previous 161,488
101.56%
Holding current value
$7.64 Million
Previous $8.32 Million
1.21%
% of portfolio
5.22%
Previous 5.12%
Shares
12 transactions
Others Institutions Holding SCHA
# of Institutions
1,255Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$595 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$323 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio