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

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$580 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$322 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$276 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$192 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$78.4 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 Better Money Decisions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Money Decisions, LLC with notifications on news.