Curated Wealth Partners LLC Schwab Strategic Tr Us Small C Transaction History
Curated Wealth Partners LLC
- $791 Million
- Q3 2025
A detailed history of Curated Wealth Partners LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Curated Wealth Partners LLC holds 7,000 shares of SCHA stock, worth $192,010. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,000Holding current value
$192,010% of portfolio
0.05%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding SCHA
# of Institutions
1,325Shares Held
260MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio