Wj Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Wj Wealth Management, LLC

$267 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	$22.29 - $38.7 $218,129 - $378,718	-9,786 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$33.63 - $38.03 $329,103 - $372,161	9,786 New	9,786 $740,000

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$617 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$343 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$293 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$204 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$83.4 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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