Summitry LLC Schwab Strategic Tr Us Small C Transaction History

Summitry LLC

$1.94 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	N/A	-3,857 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	3,857 New	3,857 $234,000

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$576 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$320 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$274 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$190 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$77.9 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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