Wfa Asset Management Corp Schwab Strategic Tr Us Small C Transaction History

Wfa Asset Management Corp

$184 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Oct 13, 2023	BUY	$38.25 - $43.54 $114 - $130	3 Added 0.71%	426 $17.2 Million
Q3 2022 Oct 13, 2023	BUY	$37.65 - $45.9 $15,925 - $19,415	423 New	423 $16 Million

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

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 Wfa Asset Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Asset Management Corp with notifications on news.