Adams Wealth Management Schwab Strategic Tr Intl Small Transaction History

Adams Wealth Management

$474 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	SELL	$31.39 - $37.85 $0 - $0	0 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$29.72 - $33.44 $0 - $0	0 New	0 $0

Others Institutions Holding SCHC

# of Institutions

489

Shares Held

76.2M

Call Options Held

0

Put Options Held

0

Ci Private Wealth, LLC Miami, FL

32.8M
Shares

$1.51 Billion
2.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

3.42M
Shares

$158 Million
0.38% of portfolio
Savant Capital, LLC

2.33M
Shares

$107 Million
0.65% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

1.93M
Shares

$88.6 Million
3.13% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$77.3 Million
0.21% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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