Carson Advisory Inc. Schwab Strategic Tr Us Small C Transaction History

Carson Advisory Inc.

$151 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 27, 2023	BUY	$39.91 - $43.82 $391,996 - $430,400	9,822 New	9,822 $430,000

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

About SCHWAB STRATEGIC TR US SMALL-C

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