Choate Investment Advisors Schwab Strategic Tr Us Small C Transaction History

Choate Investment Advisors

$4.12 Billion
Q4 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

1,260

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.05 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$576 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$313 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$239 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$143 Million
0.05% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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