Symphony Financial, Ltd. Co. Schwab Strategic Tr Us Small C Transaction History

Symphony Financial, Ltd. Co.

$816 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$20.42 - $25.3 $1.63 Million - $2.03 Million	80,049 New	80,049 $2.03 Million

Others Institutions Holding SCHA

# of Institutions

1,297

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

Empower Advisory Group, LLC Greenwood Village, CO

33.4M
Shares

$936 Million
2.55% of portfolio
Bank Of America Corp Charlotte, NC

19M
Shares

$532 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

15.5M
Shares

$433 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$294 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.48M
Shares

$153 Million
0.28% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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