Iam Advisory, LLC Schwab Strategic Tr Intl Small Transaction History

Iam Advisory, LLC

$394 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 14, 2021	SELL	$40.41 - $44.08 $2.52 Million - $2.75 Million	-62,277 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$40.16 - $43.04 $2.5 Million - $2.68 Million	62,277 New	62,277 $0

Others Institutions Holding SCHC

# of Institutions

414

Shares Held

86.9M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

39.7M
Shares

$1.45 Billion
0.27% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.47M
Shares

$163 Million
0.11% of portfolio
Savant Capital, LLC

3.18M
Shares

$116 Million
1.04% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.35M
Shares

$85.7 Million
0.26% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$63 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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