Berkeley, Inc Schwab Strategic Tr Us Small C Transaction History

Berkeley, Inc

$124 Billion
Q4 2020

A detailed history of Berkeley, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Berkeley, Inc holds 30,563 shares of SCHA stock, worth $772,327. This represents 2.2% of its overall portfolio holdings.

Number of Shares

30,563

Holding current value

$772,327

% of portfolio

2.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 28, 2025	BUY	$34.66 - $45.17 $1.06 Million - $1.38 Million	30,563 New	30,563 $2.72 Billion

Others Institutions Holding SCHA

# of Institutions

1,246

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.17 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$640 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$348 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$266 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$159 Million
0.05% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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