Signature Estate & Investment Advisors LLC Schwab Strategic Tr Intl Small Transaction History

Signature Estate & Investment Advisors LLC

$3.53 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2017 Feb 02, 2018	SELL	N/A	-6,046 Closed	0 $0
Q3 2017 Nov 07, 2017	SELL	N/A	-327 Reduced 5.13%	6,046 $217,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,373	6,373 $214,000

Others Institutions Holding SCHC

# of Institutions

405

Shares Held

88.1M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

39.2M
Shares

$1.4 Billion
1.93% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.42M
Shares

$157 Million
0.11% of portfolio
Savant Capital, LLC

3.64M
Shares

$130 Million
1.51% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.27M
Shares

$80.9 Million
0.25% of portfolio
Envestnet Asset Management Inc

1.82M
Shares

$64.9 Million
0.02% of portfolio

View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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