Financial Gravity Asset Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Financial Gravity Asset Management, Inc.

$400 Billion
Q2 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.01%

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$45.24 - $49.04 $0 - $0	0 New	0 $39.8 Million

Others Institutions Holding SCHA

# of Institutions

1,251

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.11 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$606 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$329 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$252 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$151 Million
0.05% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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