Oak Asset Management, LLC Schwab Strategic Tr Us Small C Transaction History

Oak Asset Management, LLC

$282 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	BUY	$37.88 - $48.01 $5.26 Million - $6.67 Million	138,958 New	138,958 $5.42 Million

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$580 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$322 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$276 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$192 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$78.4 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 Oak Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Asset Management, LLC with notifications on news.