Mkt Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Mkt Advisors LLC

$185 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	N/A	-6,345 Closed	0 $0
Q1 2022 May 16, 2022	BUY	N/A	3,354 Added 112.14%	6,345 $258,000
Q4 2021 Feb 11, 2022	BUY	N/A	2,991 New	2,991 $272,000

Others Institutions Holding SCHA

# of Institutions

1,105

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

76.4M
Shares

$3.6 Billion
5.17% of portfolio
Bank Of America Corp Charlotte, NC

21.3M
Shares

$1.01 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$556 Million
2.17% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$496 Million
2.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

8.61M
Shares

$406 Million
0.1% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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