Stewardship Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
A detailed history of Stewardship Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Stewardship Advisors, LLC holds 15,186 shares of SCHA stock, worth $383,750. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,186
Previous 6,431
136.14%
Holding current value
$383,750
Previous $331,000
18.43%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,248Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.17 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$640 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$348 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$266 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$159 Million0.05% of portfolio