Kopion Asset Management, LLC Schwab Strategic Tr Us Small C Transaction History

Kopion Asset Management, LLC

$130 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 09, 2021	SELL	$43.89 - $52.63 $2,633 - $3,157	-60 Closed	0 $0
Q4 2020 Jan 12, 2021	BUY	$34.66 - $45.17 $2,079 - $2,710	60 New	60 $5,000

Others Institutions Holding SCHA

# of Institutions

1,136

Shares Held

234M

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

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kopion Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kopion Asset Management, LLC with notifications on news.