Your Advocates Ltd., LLP Schwab Strategic Tr Us Small C Transaction History

Your Advocates Ltd., LLP

$180 Million
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$38.13 - $48.02 $6,634 - $8,355	-174 Reduced 99.43%	1 $0
Q3 2023 Nov 02, 2023	SELL	$40.85 - $46.1 $3,145 - $3,549	-77 Reduced 30.56%	175 $7,000
Q2 2023 Jul 31, 2023	SELL	$39.91 - $43.82 $182,987 - $200,914	-4,585 Reduced 94.79%	252 $11,000
Q1 2023 Apr 28, 2023	SELL	$39.82 - $46.36 $4.35 Million - $5.07 Million	-109,274 Reduced 95.76%	4,837 $202,000
Q4 2022 Jan 27, 2023	BUY	$38.25 - $43.54 $1.42 Million - $1.61 Million	37,055 Added 48.09%	114,111 $4.62 Million
Q3 2022 Nov 08, 2022	BUY	$37.65 - $45.9 $767,947 - $936,222	20,397 Added 36.0%	77,056 $2.91 Million
Q2 2022 Aug 11, 2022	SELL	$37.88 - $48.01 $243,189 - $308,224	-6,420 Reduced 10.18%	56,659 $2.21 Million
Q1 2022 Apr 26, 2022	BUY	$44.42 - $51.73 $1.39 Million - $1.62 Million	31,287 Added 98.41%	63,079 $2.99 Million
Q4 2021 Jan 21, 2022	SELL	$48.64 - $55.07 $5,301 - $6,002	-109 Reduced 0.34%	31,792 $3.26 Million
Q3 2021 Nov 05, 2021	BUY	$48.3 - $52.49 $22,749 - $24,722	471 Added 1.5%	31,901 $3.19 Million
Q2 2021 Jul 29, 2021	SELL	$48.39 - $52.91 $538,677 - $588,994	-11,132 Reduced 26.15%	31,430 $3.27 Million
Q1 2021 Apr 29, 2021	SELL	$43.89 - $52.63 $1.93 Million - $2.32 Million	-44,059 Reduced 50.86%	42,562 $4.24 Million
Q4 2020 Jan 29, 2021	SELL	$34.66 - $45.17 $58,852 - $76,698	-1,698 Reduced 1.92%	86,621 $7.71 Million
Q3 2020 Nov 09, 2020	BUY	$32.09 - $36.38 $982,306 - $1.11 Million	30,611 Added 53.04%	88,319 $6.03 Million
Q2 2020 Jul 22, 2020	SELL	$23.59 - $35.22 $2.23 Million - $3.33 Million	-94,455 Reduced 62.07%	57,708 $194,000
Q1 2020 Apr 27, 2020	BUY	$22.29 - $38.7 $3.09 Million - $5.37 Million	138,737 Added 1033.35%	152,163 $7.84 Million
Q4 2019 Jan 24, 2020	BUY	$33.63 - $38.03 $451,516 - $510,590	13,426 New	13,426 $1.02 Million

Others Institutions Holding SCHA

# of Institutions

1,119

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$4.48 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$1.14 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.9M
Shares

$614 Million
2.11% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$541 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$378 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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