Choate Investment Advisors Schwab Strategic Tr Us Small C Transaction History

Choate Investment Advisors

$3.79 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	SELL	$48.3 - $52.49 $15,214 - $16,534	-315 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$48.39 - $52.91 $15,242 - $16,666	315 New	315 $33,000

Others Institutions Holding SCHA

# of Institutions

1,119

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$4.48 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$1.14 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.9M
Shares

$614 Million
2.11% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$541 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$378 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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