Keel Point, LLC Schwab Strategic Tr Us Small C Transaction History

Keel Point, LLC

$1.12 Billion
Q2 2024

A detailed history of Keel Point, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Keel Point, LLC holds 10,357 shares of SCHA stock, worth $286,163. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,357

Holding current value

$286,163

% of portfolio

0.04%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$45.24 - $49.04 $468,550 - $507,907	10,357 New	10,357 $491,000
Q1 2021 May 17, 2021	BUY	$43.89 - $52.63 $108,759 - $130,417	2,478 New	2,478 $247,000

Others Institutions Holding SCHA

# of Institutions

1,135

Shares Held

233M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$2.41 Billion
0.8% of portfolio
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

7.36M
Shares

$203 Million
0.51% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

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