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

Mach 1 Financial Group, LLC

$128 Million
Q2 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

1,119

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$4.48 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$1.14 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.9M
Shares

$614 Million
2.11% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$541 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$378 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 Mach 1 Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mach 1 Financial Group, LLC with notifications on news.