Brio Consultants, LLC Schwab Strategic Tr Us Small C Transaction History

Brio Consultants, LLC

$624 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$37.88 - $48.01 $191,331 - $242,498	-5,051 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$44.42 - $51.73 $224,365 - $261,288	5,051 New	5,051 $239,000

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

$2.39 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$607 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$338 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$289 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$202 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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