Grantvest Financial Group LLC Schwab Strategic Tr Us Small C Transaction History
Grantvest Financial Group LLC
- $145 Billion
- Q3 2025
A detailed history of Grantvest Financial Group LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Grantvest Financial Group LLC holds 36,575 shares of SCHA stock, worth $1 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
36,575
Previous 35,315
3.57%
Holding current value
$1 Million
Previous $893 Million
14.21%
% of portfolio
0.7%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,324Shares 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