Wealth Preservation Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 764 shares of SCHA stock, worth $20,956. This represents 0.01% of its overall portfolio holdings.
Number of Shares
764
Previous 764
-0.0%
Holding current value
$20,956
Previous $19.3 Million
10.28%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,326Shares Held
260MCall 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