Baltimore Washington Financial Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.68 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$37.65 - $45.9 $440,128 - $536,571	11,690 New	11,690 $1.81 Million
Q2 2022 Aug 05, 2022	SELL	$37.88 - $48.01 $9,204 - $11,666	-243 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$44.42 - $51.73 $10,794 - $12,570	243 New	243 $4.03 Million

Others Institutions Holding SCHA

# of Institutions

1,119

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$4.48 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$1.14 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.9M
Shares

$614 Million
2.11% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$541 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$378 Million
0.51% of portfolio

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About SCHWAB STRATEGIC TR US SMALL-C

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