Ledge Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$37.88 - $48.01 $318,646 - $403,860	-8,412 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$44.42 - $51.73 $373,661 - $435,152	8,412 New	8,412 $398,000

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 Ledge Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ledge Wealth Management, Inc. with notifications on news.