Washington Trust Bank Schwab Strategic Tr Us Small C Transaction History

Washington Trust Bank

$1.03 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	N/A	-1,379 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	840 Added 155.84%	1,379 $105,000
Q1 2018 Apr 03, 2018	BUY	N/A	539 New	539 $37,000

Others Institutions Holding SCHA

# of Institutions

1,148

Shares Held

145M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$563 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$313 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$268 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$186 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$76.2 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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