Elser Financial Planning, Inc Schwab Strategic Tr Us Small C Transaction History
Elser Financial Planning, Inc
- $138 Billion
- Q4 2025
A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Elser Financial Planning, Inc holds 104,335 shares of SCHA stock, worth $2.86 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
104,335
Previous 107,082
2.57%
Holding current value
$2.86 Million
Previous $3.01 Billion
1.17%
% of portfolio
2.15%
Previous 3.62%
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,339Shares Held
266MCall 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