Spectrum Wealth Counsel, LLC Schwab Strategic Tr Long Term Transaction History

Spectrum Wealth Counsel, LLC

$851 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	SELL	$31.45 - $33.71 $4,340 - $4,651	-138 Reduced 9.77%	1,274 $41.8 Million
Q4 2023 Feb 14, 2024	BUY	$29.71 - $35.56 $41,950 - $50,210	1,412 New	1,412 $49.5 Million

Others Institutions Holding SCHQ

# of Institutions

107

Shares Held

11.4M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

2.83M
Shares

$91 Million
12.56% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.22M
Shares

$39.4 Million
0.16% of portfolio
Envestnet Asset Management Inc

831K
Shares

$26.7 Million
0.01% of portfolio
Ambassador Advisors, LLC Lancaster, PA

414K
Shares

$13.3 Million
2.36% of portfolio
Raymond James Financial Inc St. Petersburg, FL

356K
Shares

$11.4 Million
0.0% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

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