Great Waters Wealth Management Schwab Strategic Tr Us Small C Transaction History
Great Waters Wealth Management
- $742 Billion
- Q3 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Great Waters Wealth Management holds 24,753 shares of SCHA stock, worth $644,568. This represents 0.17% of its overall portfolio holdings.
Number of Shares
24,753
Previous 25,199
1.77%
Holding current value
$644,568
Previous $1.2 Billion
6.61%
% of portfolio
0.17%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$576 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$320 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$274 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$191 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$77.9 Million0.34% of portfolio