Surevest, LLC Schwab Strategic Tr Us Small C Transaction History

Surevest, LLC

$368 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	BUY	$44.42 - $51.73 $7,062 - $8,225	159 Added 100.0%	318 $15,000
Q4 2021 Feb 11, 2022	BUY	$48.64 - $55.07 $7,733 - $8,756	159 New	159 $16,000

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

$585 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$325 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$278 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$193 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$79.1 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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