Spectrum Planning & Advisory Services Inc. Schwab Strategic Tr Us Small C Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	SELL	$37.88 - $48.01 $1.53 Million - $1.94 Million	-40,353 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$44.42 - $51.73 $779,215 - $907,447	17,542 Added 76.9%	40,353 $1.91 Million
Q4 2021 Jan 19, 2022	BUY	$48.64 - $55.07 $42,997 - $48,681	884 Added 4.03%	22,811 $2.34 Million
Q3 2021 Oct 13, 2021	BUY	$48.3 - $52.49 $13,910 - $15,117	288 Added 1.33%	21,927 $2.2 Million
Q2 2021 Jul 19, 2021	BUY	$48.39 - $52.91 $132,443 - $144,814	2,737 Added 14.48%	21,639 $2.25 Million
Q1 2021 Apr 27, 2021	BUY	$43.89 - $52.63 $829,608 - $994,812	18,902 New	18,902 $1.88 Million

Others Institutions Holding SCHA

# of Institutions

1,265

Shares Held

257M

Call Options Held

58.5K

Put Options Held

4.8K

Empower Advisory Group, LLC Greenwood Village, CO

33.4M
Shares

$862 Million
2.55% of portfolio
Bank Of America Corp Charlotte, NC

18.1M
Shares

$465 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

14.3M
Shares

$369 Million
0.45% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$271 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.1M
Shares

$131 Million
0.26% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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