True Link Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 19, 2021	SELL	$48.39 - $52.91 $1,693 - $1,851	-35 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$34.66 - $45.17 $1,213 - $1,580	35 New	35 $3,000

Others Institutions Holding SCHA

# of Institutions

1,136

Shares Held

234M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$2.41 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$611 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$340 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$291 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$203 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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