Sym Financial Corp Schwab Strategic Tr Us Small C Transaction History

Sym Financial Corp

$745 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	SELL	$45.24 - $49.04 $71,253 - $77,238	-1,575 Reduced 85.14%	275 $13,000
Q1 2024 May 06, 2024	SELL	$44.84 - $49.24 $174,562 - $191,691	-3,893 Reduced 67.79%	1,850 $91,000
Q4 2023 Feb 06, 2024	SELL	$38.13 - $48.02 $36,109 - $45,474	-947 Reduced 14.16%	5,743 $271,000
Q3 2023 Oct 27, 2023	BUY	$40.85 - $46.1 $272,551 - $307,579	6,672 Added 37066.67%	6,690 $277,000
Q2 2023 Aug 02, 2023	BUY	$39.91 - $43.82 $718 - $788	18 New	18 $0
Q3 2022 Oct 28, 2022	BUY	$37.65 - $45.9 $1,430 - $1,744	38 New	38 $1,000
Q3 2020 Oct 13, 2020	SELL	$32.09 - $36.38 $2,470 - $2,801	-77 Closed	0 $0
Q2 2020 Jul 27, 2020	BUY	$23.59 - $35.22 $1,816 - $2,711	77 New	77 $5,000
Q3 2019 Nov 04, 2019	SELL	$34.78 - $36.12 $48,970 - $50,856	-1,408 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	1,408 New	1,408 $98,000

Others Institutions Holding SCHA

# of Institutions

1,146

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$622 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$346 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$296 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$206 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$84.1 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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