Altus Wealth Group LLC Schwab Strategic Tr Us Small C Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 12, 2021	SELL	$48.39 - $52.91 $23,904 - $26,137	-494 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$34.66 - $45.17 $17,122 - $22,313	494 New	494 $44,000

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$590 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$328 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$280 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$195 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$79.7 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Altus Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altus Wealth Group LLC with notifications on news.