Harvest Group Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Harvest Group Wealth Management, LLC

$154 Million
Q1 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 28, 2019	SELL	N/A	-269,403 Closed	0 $0
Q3 2018 Nov 08, 2018	BUY	N/A	213,382 Added 380.9%	269,403 $20.5 Million
Q2 2018 Aug 14, 2018	BUY	N/A	56,021 New	56,021 $4.12 Million

Others Institutions Holding SCHA

# of Institutions

1,104

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

76.4M
Shares

$3.59 Billion
5.17% of portfolio
Bank Of America Corp Charlotte, NC

21.3M
Shares

$1 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$553 Million
2.17% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$494 Million
2.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

8.61M
Shares

$404 Million
0.1% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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