Fort Point Capital Partners LLC Schwab Strategic Tr Us Small C Transaction History
Fort Point Capital Partners LLC
- $786 Million
- Q2 2024
A detailed history of Fort Point Capital Partners LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 112,784 shares of SCHA stock, worth $2.92 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
112,784
Previous 103,025
9.47%
Holding current value
$2.92 Million
Previous $5.07 Million
5.5%
% of portfolio
0.68%
Previous 0.68%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,128Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.25 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$572 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$309 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$272 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$190 Million0.51% of portfolio