Ballast, Inc. Schwab Strategic Tr Us Small C Transaction History

Ballast, Inc.

$202 Million
Q2 2025

A detailed history of Ballast, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ballast, Inc. holds 87,844 shares of SCHA stock, worth $2.45 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

87,844

Holding current value

$2.45 Million

% of portfolio

1.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$20.42 - $25.3 $1.79 Million - $2.22 Million	87,844 New	87,844 $2.22 Million

Others Institutions Holding SCHA

# of Institutions

1,299

Shares Held

259M

Call Options Held

61.6K

Put Options Held

2.1K

Empower Advisory Group, LLC Greenwood Village, CO

33.4M
Shares

$932 Million
2.55% of portfolio
Bank Of America Corp Charlotte, NC

19M
Shares

$530 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

15.5M
Shares

$432 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$293 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.48M
Shares

$153 Million
0.28% of portfolio

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
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