Pacific Point Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Pacific Point Advisors, LLC

$171 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$23.16 - $27.04 $463,200 - $540,800	20,000 New	20,000 $469 Million

Others Institutions Holding SCHA

# of Institutions

1,328

Shares Held

260M

Call Options Held

104K

Put Options Held

2.1K

Empower Advisory Group, LLC Greenwood Village, CO

34.2M
Shares

$938 Million
2.66% of portfolio
Bank Of America Corp Charlotte, NC

17.3M
Shares

$474 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

14.7M
Shares

$403 Million
0.46% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$289 Million
2.07% of portfolio
Northwestern Mutual Wealth Management CO

5.24M
Shares

$144 Million
0.1% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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