Tsa Wealth Managment LLC Schwab Strategic Tr Long Term Transaction History

Tsa Wealth Managment LLC

$246 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$29.71 - $35.56 $348,379 - $416,976	11,726 New	11,726 $411 Million

Others Institutions Holding SCHQ

# of Institutions

103

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

2.83M
Shares

$90.1 Million
12.56% of portfolio
Bank Of America Corp Charlotte, NC

2.36M
Shares

$75.2 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.84M
Shares

$58.4 Million
0.02% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.22M
Shares

$39 Million
0.16% of portfolio
Mml Investors Services, LLC Springfield, MA

457K
Shares

$14.5 Million
0.06% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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