Lvw Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Lvw Advisors, LLC
- $788 Million
- Q1 2025
A detailed history of Lvw Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Lvw Advisors, LLC holds 96,040 shares of SCHA stock, worth $2.26 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
96,040
Previous 137,284
30.04%
Holding current value
$2.26 Million
Previous $3.55 Million
36.48%
% of portfolio
0.29%
Previous 0.44%
Shares
26 transactions
Others Institutions Holding SCHA
# of Institutions
1,259Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$595 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$323 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio