Vanguard Capital Wealth Advisors Schwab Strategic Tr Us Small C Transaction History
Vanguard Capital Wealth Advisors
- $90.4 Million
- Q4 2024
A detailed history of Vanguard Capital Wealth Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Vanguard Capital Wealth Advisors holds 30,614 shares of SCHA stock, worth $784,024. This represents 0.88% of its overall portfolio holdings.
Number of Shares
30,614
Previous 13,318
129.87%
Holding current value
$784,024
Previous $685,000
15.47%
% of portfolio
0.88%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,242Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.19 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$649 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$352 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$269 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$162 Million0.05% of portfolio