Livelsberger Financial Advisory Schwab Strategic Tr Us Small C Transaction History

Livelsberger Financial Advisory

$4.77 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Mar 22, 2024	BUY	$38.13 - $48.02 $7,549 - $9,507	198 New	198 $9.35 Million

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$617 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$343 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$293 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$204 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$83.4 Million
0.34% 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 Livelsberger Financial Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Livelsberger Financial Advisory with notifications on news.