West Branch Capital LLC Schwab Strategic Tr Us Small C Transaction History

West Branch Capital LLC

$274 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	BUY	$38.13 - $48.02 $2,440 - $3,073	64 New	64 $3,000

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$585 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$325 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$278 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$193 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$79.1 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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