Vishria Bird Financial Group, LLC Schwab Strategic Tr Us Small C Transaction History
Vishria Bird Financial Group, LLC
- $443 Million
- Q3 2025
A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 15,494 shares of SCHA stock, worth $425,000. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,494
Previous 15,494
-0.0%
Holding current value
$425,000
Previous $391,000
10.49%
% of portfolio
0.1%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,328Shares 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