Mach 1 Financial Group, LLC Schwab Strategic Tr Us Small C Transaction History

Mach 1 Financial Group, LLC

$140 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$39.82 - $46.36 $7,964 - $9,272	200 New	200 $8,000
Q2 2022 Aug 04, 2022	BUY	$37.88 - $48.01 $7,576 - $9,602	200 New	200 $7,000

Others Institutions Holding SCHA

# of Institutions

1,136

Shares Held

234M

Call Options Held

44.7K

Put Options Held

32.4K

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

7.32M
Shares

$202 Million
0.5% of portfolio
Goldman Sachs Group Inc New York, NY

2.66M
Shares

$73.5 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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