Strategic Asset Management, LLC Schwab Strategic Tr Us Small C Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Asset Management, LLC holds 1,238 shares of SCHA stock, worth $33,958. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,238
Previous 12,140
89.8%
Holding current value
$33,958
Previous $473,000
90.06%
% of portfolio
0.08%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,324Shares Held
261MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio