Chris Bulman Inc Schwab Strategic Tr Us Small C Transaction History

Chris Bulman Inc

$157 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$45.24 - $49.04 $6,152 - $6,669	136 New	136 $6.45 Million

Others Institutions Holding SCHA

# of Institutions

1,197

Shares Held

217M

Call Options Held

55.6K

Put Options Held

7.8K

Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$672 Million
2.22% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$587 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$365 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$279 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.1M
Shares

$135 Million
0.28% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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