Valued Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 187 shares of SCHA stock, worth $5,009. This represents 0.0% of its overall portfolio holdings.
Number of Shares
187
Previous 94
98.94%
Holding current value
$5,009
Previous $4.82 Million
0.21%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,237Shares Held
271MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.24 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$679 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$369 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$282 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$169 Million0.05% of portfolio