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

West Branch Capital LLC

$297 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,252

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.11 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$606 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$329 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$252 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$151 Million
0.05% 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 West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.