Red Door Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Red Door Wealth Management, LLC
- $619 Million
- Q4 2024
A detailed history of Red Door Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 16,895 shares of SCHA stock, worth $449,407. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,895
Previous 9,473
78.35%
Holding current value
$449,407
Previous $487,000
10.47%
% of portfolio
0.07%
Previous 0.09%
Shares
12 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