Better Money Decisions, LLC Schwab Strategic Tr Us Small C Transaction History

Better Money Decisions, LLC

$140 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$39.82 - $46.36 $54,911 - $63,930	-1,379 Reduced 18.37%	6,127 $256,000
Q3 2022 Oct 28, 2022	BUY	$37.65 - $45.9 $3,049 - $3,717	81 Added 1.09%	7,506 $284,000
Q2 2022 Aug 05, 2022	SELL	$37.88 - $48.01 $63,676 - $80,704	-1,681 Reduced 18.46%	7,425 $290,000
Q1 2022 May 13, 2022	BUY	$44.42 - $51.73 $202,244 - $235,526	4,553 Added 100.0%	9,106 $431,000
Q4 2021 Feb 14, 2022	SELL	$48.64 - $55.07 $729 - $826	-15 Reduced 0.33%	4,553 $466,000
Q3 2021 Oct 28, 2021	BUY	$48.3 - $52.49 $2,559 - $2,781	53 Added 1.17%	4,568 $457,000
Q2 2021 Jul 22, 2021	BUY	$48.39 - $52.91 $217,755 - $238,094	4,500 Added 30000.0%	4,515 $470,000
Q1 2021 May 04, 2021	BUY	$43.89 - $52.63 $658 - $789	15 New	15 $1,000

Others Institutions Holding SCHA

# of Institutions

1,135

Shares Held

233M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$2.41 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$611 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$340 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$291 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$203 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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