Sugarloaf Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History

Sugarloaf Wealth Management, LLC

$435 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 20, 2021	SELL	N/A	-1,558 Reduced 77.24%	459 $19,000
Q1 2021 Apr 19, 2021	BUY	N/A	1,558 Added 339.43%	2,017 $18,000
Q4 2019 Jan 29, 2020	BUY	N/A	459 New	459 $16,000

Others Institutions Holding SCHC

# of Institutions

405

Shares Held

88.1M

Call Options Held

0

Put Options Held

0

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

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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