Phillips Financial Management, LLC Schwab Strategic Tr Us Small C Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 116,234 shares of SCHA stock, worth $3.09 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
116,234
Previous 58,393
99.05%
Holding current value
$3.09 Million
Previous $3.01 Million
0.07%
% of portfolio
0.25%
Previous 0.24%
Shares
20 transactions
Others Institutions Holding SCHA
# of Institutions
1,235Shares Held
270MCall Options Held
64.2KPut Options Held
3K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio