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

Capital Advisory Group Advisory Services, LLC

$233 Million
Q2 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

1,122

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$4.45 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$1.13 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.9M
Shares

$611 Million
2.11% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$538 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$377 Million
0.51% of portfolio

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About SCHWAB STRATEGIC TR US SMALL-C

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