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

Global Wealth Management Investment Advisory, Inc.

$578 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$20.7 - $34.9 $372 - $628	-18 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$31.2 - $34.65 $561 - $623	18 New	18 $1,000

Others Institutions Holding SCHC

# of Institutions

516

Shares Held

45.3M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

3.63M
Shares

$163 Million
0.41% of portfolio
Savant Capital, LLC

2.4M
Shares

$108 Million
0.61% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

1.92M
Shares

$86.3 Million
3.01% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$75.6 Million
0.21% of portfolio
Mc Adam, LLC

1.45M
Shares

$65.2 Million
3.31% of portfolio

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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