Wealth Cmt Schwab Strategic Tr Us Small C Transaction History

Wealth Cmt

$66.2 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 17, 2020	SELL	$22.29 - $38.7 $66,245 - $115,016	-2,972 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$33.63 - $38.03 $99,948 - $113,025	2,972 New	2,972 $225,000

Others Institutions Holding SCHA

# of Institutions

1,251

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.12 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$613 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$333 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$254 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$152 Million
0.05% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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