Jnba Financial Advisors Schwab Strategic Tr Intl Small Transaction History

Jnba Financial Advisors

$951 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	SELL	N/A	-19 Reduced 37.25%	32 $1,000
Q2 2022 Jul 22, 2022	BUY	N/A	19 Added 59.38%	51 $2,000
Q4 2021 Feb 03, 2022	BUY	N/A	32 New	32 $1,000

Others Institutions Holding SCHC

# of Institutions

405

Shares Held

88.2M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

39.2M
Shares

$1.41 Billion
1.93% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.42M
Shares

$159 Million
0.11% of portfolio
Savant Capital, LLC

3.64M
Shares

$131 Million
1.51% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.27M
Shares

$82 Million
0.25% of portfolio
Envestnet Asset Management Inc

1.82M
Shares

$65.8 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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