Carlton Hofferkamp & Jenks Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $307 Million
- Q3 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 29,000 shares of SCHA stock, worth $782,130. This represents 0.49% of its overall portfolio holdings.
Number of Shares
29,000
Previous 14,517
99.77%
Holding current value
$782,130
Previous $688,000
117.01%
% of portfolio
0.49%
Previous 0.28%
Shares
28 transactions
Others Institutions Holding SCHA
# of Institutions
1,154Shares Held
163MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$597 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$332 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$284 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$197 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$114 Million3.94% of portfolio