Capital Investment Counsel, LLC Schwab Strategic Tr Us Small C Transaction History
Capital Investment Counsel, LLC
- $510 Billion
- Q2 2024
A detailed history of Capital Investment Counsel, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capital Investment Counsel, LLC holds 188,066 shares of SCHA stock, worth $4.88 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
188,066
Previous 178,168
5.56%
Holding current value
$4.88 Million
Previous $8.77 Billion
1.72%
% of portfolio
1.75%
Previous 1.88%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,131Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.26 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$573 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$310 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$273 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$191 Million0.51% of portfolio