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

1,135

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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