Human Investing LLC Schwab Strategic Tr Us Small C Transaction History

Human Investing LLC

$562 Million
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$48.39 - $52.91 $196,511 - $214,867	-4,061 Closed	0 $0
Q1 2021 May 05, 2021	SELL	$43.89 - $52.63 $11,630 - $13,946	-265 Reduced 6.13%	4,061 $405,000
Q4 2020 Feb 04, 2021	SELL	$34.66 - $45.17 $11,056 - $14,409	-319 Reduced 6.87%	4,326 $385,000
Q3 2020 Oct 27, 2020	SELL	$32.09 - $36.38 $98,965 - $112,195	-3,084 Reduced 39.9%	4,645 $317,000
Q2 2020 Jul 22, 2020	SELL	$23.59 - $35.22 $36,446 - $54,414	-1,545 Reduced 16.66%	7,729 $505,000
Q1 2020 Apr 22, 2020	BUY	$22.29 - $38.7 $32,030 - $55,611	1,437 Added 18.34%	9,274 $478,000
Q4 2019 Feb 07, 2020	BUY	$33.63 - $38.03 $17,353 - $19,623	516 Added 7.05%	7,837 $593,000
Q3 2019 Nov 07, 2019	BUY	$34.78 - $36.12 $20,276 - $21,057	583 Added 8.65%	7,321 $511,000
Q2 2019 Aug 16, 2019	BUY	N/A	1,042 Added 18.29%	6,738 $482,000
Q1 2019 May 14, 2019	BUY	N/A	241 Added 4.42%	5,696 $398,000
Q4 2018 Feb 14, 2019	BUY	N/A	5,455 New	5,455 $331,000

Others Institutions Holding SCHA

# of Institutions

1,225

Shares Held

236M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.23 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$674 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$366 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$280 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$168 Million
0.05% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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