Strategic Wealth Partners Group LLC Schwab Strategic Tr Us Small C Transaction History

Strategic Wealth Partners Group LLC

$851 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	N/A	-152 Closed	0 $0
Q2 2018 Aug 16, 2018	SELL	N/A	-37 Reduced 19.58%	152 $0
Q1 2018 May 15, 2018	BUY	N/A	189 New	189 $13.1 Million

Others Institutions Holding SCHA

# of Institutions

1,131

Shares Held

234M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$2.26 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$573 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.9M
Shares

$310 Million
2.11% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$273 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$191 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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