Capital Advisory Group Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 18, 2020	SELL	$22.29 - $38.7 $24,808 - $43,073	-1,113 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$33.63 - $38.03 $37,430 - $42,327	1,113 New	1,113 $83,000

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$617 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$343 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$293 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$204 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$83.4 Million
0.34% of portfolio

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About SCHWAB STRATEGIC TR US SMALL-C

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