Park Capital Management, LLC / Wi Schwab Strategic Tr Us Small C Transaction History

Park Capital Management, LLC / Wi

$108 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$25.33 - $51.16 $306,695 - $619,445	12,108 New	12,108 $313 Million

Others Institutions Holding SCHA

# of Institutions

1,273

Shares Held

251M

Call Options Held

58.5K

Put Options Held

4.8K

Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$691 Million
2.03% of portfolio
Bank Of America Corp Charlotte, NC

18.1M
Shares

$473 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

14.3M
Shares

$376 Million
0.45% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$276 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.1M
Shares

$134 Million
0.26% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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