R Pg Family Wealth Advisory, LLC Schwab Strategic Tr Us Small C Transaction History

R Pg Family Wealth Advisory, LLC

$284 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 12, 2020	SELL	$33.63 - $38.03 $8,104 - $9,165	-241 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	241 New	241 $0

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

Ticker SCHA
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