Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Small C Transaction History

Strategic Investment Solutions, Inc. /Il

$299 Billion
Q4 2024

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 37,812 shares of SCHA stock, worth $1.01 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

37,812

Previous 19,093 98.04%

Holding current value

$1.01 Million

Previous $983 Million 0.56%

% of portfolio

0.33%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $474,152 - $957,664	18,719 Added 98.04%	37,812 $978 Million
Q3 2024 Oct 23, 2024	BUY	$46.9 - $51.96 $330,504 - $366,162	7,047 Added 58.5%	19,093 $983 Million
Q2 2024 Aug 29, 2024	SELL	$45.24 - $49.04 $355,586 - $385,454	-7,860 Reduced 39.49%	12,046 $906 Million
Q4 2023 Feb 13, 2024	SELL	$38.13 - $48.02 $37.1 Million - $46.8 Million	-974,006 Reduced 98.0%	19,906 $940 Million
Q3 2023 Nov 14, 2023	BUY	$40.85 - $46.1 $40 Million - $45.1 Million	978,827 Added 6488.74%	993,912 $43.6 Billion
Q2 2023 Aug 15, 2023	SELL	$39.91 - $43.82 $1,875 - $2,059	-47 Reduced 0.31%	15,085 $617 Million
Q1 2023 May 15, 2023	BUY	$39.82 - $46.36 $3,623 - $4,218	91 Added 0.61%	15,132 $634 Million
Q4 2022 Feb 14, 2023	BUY	$38.25 - $43.54 $575,318 - $654,885	15,041 New	15,041 $697 Million

Others Institutions Holding SCHA

# of Institutions

1,235

Shares Held

270M

Call Options Held

64.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Small C Transaction History