Diligent Investors, LLC Schwab Strategic Tr Us Small C Transaction History
Diligent Investors, LLC
- $366 Million
- Q1 2025
A detailed history of Diligent Investors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Diligent Investors, LLC holds 141,092 shares of SCHA stock, worth $3.31 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
141,092
Previous 156,262
9.71%
Holding current value
$3.31 Million
Previous $4.04 Million
18.02%
% of portfolio
0.9%
Previous 1.03%
Shares
23 transactions
Others Institutions Holding SCHA
# of Institutions
1,261Shares Held
273MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$595 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$323 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio