Delta Investment Management, LLC Schwab Strategic Tr Us Small C Transaction History
Delta Investment Management, LLC
- $427 Million
- Q3 2025
A detailed history of Delta Investment Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Delta Investment Management, LLC holds 10,961 shares of SCHA stock, worth $300,660. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,961
Previous 10,974
0.12%
Holding current value
$300,660
Previous $277,000
10.11%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,332Shares Held
261MCall 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