Pillar Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Pillar Wealth Advisors, LLC

$3.35 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$45.24 - $49.04 $85,277 - $92,440	-1,885 Reduced 7.44%	23,456 $1.11 Million
Q1 2024 May 06, 2024	SELL	$44.84 - $49.24 $110,620 - $121,475	-2,467 Reduced 8.87%	25,341 $1.25 Million
Q4 2023 Feb 05, 2024	SELL	$38.13 - $48.02 $134,103 - $168,886	-3,517 Reduced 11.23%	27,808 $1.31 Million
Q3 2023 Nov 07, 2023	SELL	$40.85 - $46.1 $37,541 - $42,365	-919 Reduced 2.85%	31,325 $1.3 Million
Q2 2023 Aug 04, 2023	SELL	$39.91 - $43.82 $40,788 - $44,784	-1,022 Reduced 3.07%	32,244 $1.41 Million
Q1 2023 May 05, 2023	SELL	$39.82 - $46.36 $4,579 - $5,331	-115 Reduced 0.34%	33,266 $1.39 Million
Q4 2022 Feb 09, 2023	SELL	$38.25 - $43.54 $69,270 - $78,850	-1,811 Reduced 5.15%	33,381 $1.35 Million
Q3 2022 Nov 04, 2022	BUY	$37.65 - $45.9 $22,815 - $27,815	606 Added 1.75%	35,192 $1.33 Million
Q2 2022 Aug 05, 2022	BUY	$37.88 - $48.01 $8,485 - $10,754	224 Added 0.65%	34,586 $1.35 Million
Q1 2022 May 09, 2022	BUY	$44.42 - $51.73 $742,924 - $865,184	16,725 Added 94.83%	34,362 $1.63 Million
Q4 2021 Feb 10, 2022	BUY	$48.64 - $55.07 $857,863 - $971,269	17,637 New	17,637 $1.81 Million

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$617 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$343 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$293 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$204 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$83.4 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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