Wall Capital Group, Inc. Schwab Strategic Tr Us Small C Transaction History

Wall Capital Group, Inc.

$88.2 Million
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$38.25 - $43.54 $78,948 - $89,866	2,064 New	2,064 $0
Q1 2018 Apr 19, 2018	SELL	N/A	-1,214 Closed	0 $0
Q3 2017 Oct 12, 2017	BUY	N/A	1,214	1,214 $82,000

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

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