Wealthquest Corp Schwab Strategic Tr Us Small C Transaction History

Wealthquest Corp

$897 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 18, 2019	SELL	$34.78 - $36.12 $117,730 - $122,266	-3,385 Closed	0 $0
Q2 2019 Jul 22, 2019	SELL	N/A	-374 Reduced 9.95%	3,385 $241,000
Q1 2019 Apr 18, 2019	BUY	N/A	3,759 New	3,759 $262,000

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

$597 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$332 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$284 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$197 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$80.7 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.