Ibex Wealth Advisors Schwab Strategic Tr Intl Small Transaction History

Ibex Wealth Advisors

$369 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 22, 2022	SELL	N/A	-1,196 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	N/A	1,196 New	1,196 $50,000

Others Institutions Holding SCHC

# of Institutions

405

Shares Held

88.1M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

39.2M
Shares

$1.4 Billion
1.93% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.42M
Shares

$157 Million
0.11% of portfolio
Savant Capital, LLC

3.64M
Shares

$130 Million
1.51% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.27M
Shares

$80.9 Million
0.25% of portfolio
Envestnet Asset Management Inc

1.82M
Shares

$64.9 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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