Charles Schwab Investment Advisory, Inc. Usaa ETF Tr Core Intermediate Transaction History

Charles Schwab Investment Advisory, Inc.

$72.8 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	N/A	-4,515 Closed	0 $0
Q1 2022 May 13, 2022	BUY	N/A	4,515 New	4,515 $225,000

Others Institutions Holding UITB

# of Institutions

91

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

19.5M
Shares

$897 Million
0.92% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.66M
Shares

$307 Million
0.07% of portfolio
United Services Automobile Association San Antonio, TX

2.2M
Shares

$101 Million
2.53% of portfolio
Orion Portfolio Solutions, LLC

1.7M
Shares

$78.4 Million
0.89% of portfolio
Bogart Wealth, LLC

1.25M
Shares

$57.5 Million
2.96% of portfolio

About USAA ETF TR CORE INTERMEDIATE

Ticker UITB
Sector ETFs
Industry ETFs

More about UITB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Advisory, Inc. with notifications on news.