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

Global Wealth Management Investment Advisory, Inc.

$578 Million
Q3 2025

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

1,321

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

Empower Advisory Group, LLC Greenwood Village, CO

34.2M
Shares

$938 Million
2.66% of portfolio
Bank Of America Corp Charlotte, NC

17.3M
Shares

$474 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

14.7M
Shares

$403 Million
0.46% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$289 Million
2.07% of portfolio
Northwestern Mutual Wealth Management CO

5.24M
Shares

$144 Million
0.1% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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