Proficio Capital Partners LLC Schwab Strategic Tr Us Small C Transaction History

Proficio Capital Partners LLC

$969 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 13, 2019	SELL	$34.78 - $36.12 $104,340 - $108,359	-3,000 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	3,000	3,000 $202,000

Others Institutions Holding SCHA

# of Institutions

1,146

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$597 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$332 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$284 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$197 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$80.7 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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