Retirement Investment Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Retirement Investment Advisors, Inc.

$1.11 Trillion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$39.82 - $46.36 $1.33 Million - $1.55 Million	33,448 New	33,448 $1.58 Billion

Others Institutions Holding SCHA

# of Institutions

1,269

Shares Held

258M

Call Options Held

61.6K

Put Options Held

2.1K

Empower Advisory Group, LLC Greenwood Village, CO

33.4M
Shares

$862 Million
2.55% of portfolio
Bank Of America Corp Charlotte, NC

19M
Shares

$490 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

15.5M
Shares

$399 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$271 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.48M
Shares

$141 Million
0.28% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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