Baltimore Washington Financial Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$37.65 - $45.9 $440,128 - $536,571	11,690 New	11,690 $1.81 Million
Q2 2022 Aug 05, 2022	SELL	$37.88 - $48.01 $9,204 - $11,666	-243 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$44.42 - $51.73 $10,794 - $12,570	243 New	243 $4.03 Million

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$580 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$322 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$276 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$192 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$78.4 Million
0.34% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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