Cambridge Trust CO Schwab Strategic Tr Us Small C Transaction History

Cambridge Trust CO

$2.6 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 26, 2023	BUY	$40.85 - $46.1 $4,248 - $4,794	104 New	104 $4,000
Q1 2022 May 12, 2022	BUY	$44.42 - $51.73 $3,953 - $4,603	89 Added 100.0%	178 $8,000
Q4 2021 Feb 14, 2022	BUY	$48.64 - $55.07 $4,328 - $4,901	89 New	89 $9,000

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

About SCHWAB STRATEGIC TR US SMALL-C

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