Safeguard Financial, LLC Schwab Strategic Tr Us Small C Transaction History
Safeguard Financial, LLC
- $453 Million
- Q1 2025
A detailed history of Safeguard Financial, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Safeguard Financial, LLC holds 184,998 shares of SCHA stock, worth $4.04 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
184,998
Previous 170,211
8.69%
Holding current value
$4.04 Million
Previous $4.4 Million
1.32%
% of portfolio
0.96%
Previous 0.96%
Shares
13 transactions
Others Institutions Holding SCHA
# of Institutions
1,264Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$553 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$300 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$230 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$138 Million0.05% of portfolio