Dowling & Yahnke LLC Schwab Strategic Tr Us Small C Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Dowling & Yahnke LLC holds 5,652 shares of SCHA stock, worth $155,034. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,652
Previous 5,790
2.38%
Holding current value
$155,034
Previous $226,000
5.31%
% of portfolio
0.1%
Previous 0.01%
Shares
3 transactions
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