Baldrige Asset Management LLC Schwab Strategic Tr Us Small C Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Baldrige Asset Management LLC holds 35,708 shares of SCHA stock, worth $935,906. This represents 0.61% of its overall portfolio holdings.
Number of Shares
35,708
Previous 35,294
1.17%
Holding current value
$935,906
Previous $1.43 Million
4.69%
% of portfolio
0.61%
Previous 0.64%
Shares
17 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$580 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$322 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$276 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$192 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$78.4 Million0.34% of portfolio