Harel Insurance Investments & Financial Services Ltd. Schwab Strategic Tr Us Small C Transaction History

Harel Insurance Investments & Financial Services Ltd.

$6.11 Billion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 23, 2020	SELL	$33.63 - $38.03 $2,017 - $2,281	-60 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$34.78 - $36.12 $1,391 - $1,444	-40 Reduced 40.0%	60 $4,000
Q2 2019 Jul 22, 2019	BUY	N/A	40 Added 66.67%	100 $7,000
Q1 2019 Apr 18, 2019	BUY	N/A	60 New	60 $4,000

Others Institutions Holding SCHA

# of Institutions

1,158

Shares Held

165M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$596 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$331 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$283 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$197 Million
0.5% of portfolio
Advisory Alpha, LLC

4.23M
Shares

$114 Million
3.94% of portfolio

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About SCHWAB STRATEGIC TR US SMALL-C

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