Founders Capital Management Schwab Strategic Tr Us Small C Transaction History

Founders Capital Management

$158 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	BUY	$37.88 - $48.01 $28,637 - $36,295	756 New	756 $29,000

Others Institutions Holding SCHA

# of Institutions

1,237

Shares Held

271M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.23 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$674 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$366 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$280 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$168 Million
0.05% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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