Truvvo Partners LLC Schwab Strategic Tr Us Small C Transaction History

Truvvo Partners LLC

$5.22 Million
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 10, 2018	SELL	N/A	-250,366 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	14,292 Added 6.05%	250,366 $6.69 Million
Q3 2017 Nov 14, 2017	BUY	N/A	236,074	236,074 $6.08 Million

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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