West Wealth Group, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

West Wealth Group, LLC

$280 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$48.35 - $50.5 $8.93 Million - $9.32 Million	-184,595 Closed	0 $0
Q4 2021 May 05, 2022	BUY	$50.42 - $51.09 $9.31 Million - $9.43 Million	184,595 New	184,595 $9.33 Million

Others Institutions Holding SCHJ

# of Institutions

97

Shares Held

4.63M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$84.9 Million
0.02% of portfolio
Envestnet Asset Management Inc

185K
Shares

$9.12 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$8.18 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$8.1 Million
0.02% of portfolio
Tap Consulting, LLC

156K
Shares

$7.66 Million
1.65% of portfolio

About SCHWAB STRATEGIC TR 1 - 5 YR C

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