Institutional & Family Asset Management, LLC Schwab Strategic Tr Us Small C Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	SELL	$48.39 - $52.91 $48 - $52	-1 Closed	0 $0
Q3 2020 Oct 30, 2020	SELL	$32.09 - $36.38 $481 - $545	-15 Reduced 93.75%	1 $0
Q1 2020 May 14, 2020	BUY	$22.29 - $38.7 $356 - $619	16 New	16 $1,000

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

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About SCHWAB STRATEGIC TR US SMALL-C

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