Capital Asset Advisory Services LLC Schwab Strategic Tr Intl Small Transaction History

Capital Asset Advisory Services LLC

$1.76 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 18, 2020	SELL	N/A	-6 Reduced 26.09%	17 $0
Q4 2019 Feb 13, 2020	BUY	N/A	9 Added 64.29%	23 $1,000
Q4 2019 Feb 12, 2020	BUY	N/A	14 New	14 $1,000

Others Institutions Holding SCHC

# of Institutions

405

Shares Held

88.1M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

39.2M
Shares

$1.4 Billion
1.93% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.42M
Shares

$157 Million
0.11% of portfolio
Savant Capital, LLC

3.64M
Shares

$130 Million
1.51% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.27M
Shares

$80.9 Million
0.25% of portfolio
Envestnet Asset Management Inc

1.82M
Shares

$64.9 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Asset Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Asset Advisory Services LLC with notifications on news.