Wambolt & Associates, LLC Schwab Strategic Tr Us Small C Transaction History

Wambolt & Associates, LLC

$366 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 05, 2023	BUY	$39.82 - $46.36 $215,704 - $251,132	5,417 New	5,417 $227,000

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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