Carter Financial Group, Inc. Schwab Strategic Tr Intl Small Transaction History
Carter Financial Group, Inc.
- $166 Billion
- Q3 2025
A detailed history of Carter Financial Group, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Carter Financial Group, Inc. holds 51,145 shares of SCHC stock, worth $2.3 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
51,145
Previous 49,926
2.44%
Holding current value
$2.3 Million
Previous $2.13 Billion
9.47%
% of portfolio
1.41%
Previous 1.39%
Shares
3 transactions
Others Institutions Holding SCHC
# of Institutions
517Shares Held
45.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio