Goodwin Investment Advisory Schwab Strategic Tr Us Small C Transaction History

Goodwin Investment Advisory

$231 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$44.42 - $51.73 $2,043 - $2,379	-46 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$48.39 - $52.91 $2,225 - $2,433	46 New	46 $5,000

Others Institutions Holding SCHA

# of Institutions

1,136

Shares Held

234M

Call Options Held

44.7K

Put Options Held

32.4K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$611 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$340 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$291 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$202 Million
0.5% of portfolio
Goldman Sachs Group Inc New York, NY

2.66M
Shares

$73.5 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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