Soltis Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Soltis Investment Advisors LLC

$941 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$38.13 - $48.02 $3.03 Million - $3.82 Million	79,449 New	79,449 $3.75 Million

Others Institutions Holding SCHA

# of Institutions

1,135

Shares Held

233M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$2.39 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$607 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$338 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$289 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$202 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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