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

Rgt Wealth Advisors, LLC

$627 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$44.42 - $51.73 $7,951 - $9,259	-179 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$48.64 - $55.07 $8,706 - $9,857	179 New	179 $18,000

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

$585 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$325 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$278 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$193 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$79.1 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 Rgt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rgt Wealth Advisors, LLC with notifications on news.