Avion Wealth Schwab Strategic Tr Us Small C Transaction History
Avion Wealth
- $389 Million
- Q4 2024
A detailed history of Avion Wealth transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Avion Wealth holds 2,608 shares of SCHA stock, worth $65,904. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,608
Previous 1,327
96.53%
Holding current value
$65,904
Previous $68,000
1.47%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,248Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.17 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$640 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$348 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$266 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$159 Million0.05% of portfolio