Wolff Wiese Magana LLC Schwab Strategic Tr Us Small C Transaction History

Wolff Wiese Magana LLC

$178 Million
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 17, 2025	BUY	$20.42 - $25.3 $571 - $708	28 New	28 $0
Q2 2023 Aug 01, 2023	BUY	$39.91 - $43.82 $2,873 - $3,155	72 New	72 $3,000

Others Institutions Holding SCHA

# of Institutions

1,326

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

Empower Advisory Group, LLC Greenwood Village, CO

34.2M
Shares

$938 Million
2.66% of portfolio
Bank Of America Corp Charlotte, NC

17.3M
Shares

$474 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

14.7M
Shares

$403 Million
0.46% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$289 Million
2.07% of portfolio
Northwestern Mutual Wealth Management CO

5.24M
Shares

$144 Million
0.1% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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