Global Wealth Management Investment Advisory, Inc. Schwab Strategic Tr Us Small C Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$32.09 - $36.38 $10,300 - $11,677	-321 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$22.29 - $38.7 $423 - $735	-19 Reduced 5.59%	321 $17,000
Q4 2019 Feb 14, 2020	BUY	$33.63 - $38.03 $638 - $722	19 Added 5.92%	340 $26,000
Q4 2018 Feb 14, 2019	BUY	N/A	321 New	321 $19,000

Others Institutions Holding SCHA

# of Institutions

1,146

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$622 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$346 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$296 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$206 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$84.1 Million
0.34% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account