Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Glass Jacobson Investment Advisors LLC

  • $305 Billion
  • Q4 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 31,006 shares of SCHA stock, worth $749,725. This represents 0.26% of its overall portfolio holdings.

Number of Shares
31,006
Previous 15,513 99.87%
Holding current value
$749,725
Previous $799 Million 0.36%
% of portfolio
0.26%
Previous 0.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$25.33 - $51.16 $392,437 - $792,621
15,493 Added 99.87%
31,006 $802 Million
Q3 2024

Nov 15, 2024
BUY
$46.9 - $51.96 $24,857 - $27,538
530 Added 3.54%
15,513 $799 Million
Q2 2024

Aug 12, 2024
BUY
$45.24 - $49.04 $70,936 - $76,894
1,568 Added 11.69%
14,983 $711 Million
Q1 2024

Apr 26, 2024
BUY
$44.84 - $49.24 $30,805 - $33,827
687 Added 5.4%
13,415 $661 Million
Q4 2023

Jan 22, 2024
BUY
$38.13 - $48.02 $224,128 - $282,261
5,878 Added 85.81%
12,728 $601 Million
Q3 2023

Nov 07, 2023
BUY
$40.85 - $46.1 $184,887 - $208,648
4,526 Added 194.75%
6,850 $284 Million
Q2 2023

Jul 25, 2023
SELL
$39.91 - $43.82 $39,031 - $42,855
-978 Reduced 29.62%
2,324 $102 Million
Q4 2022

Feb 06, 2023
BUY
$38.25 - $43.54 $126,301 - $143,769
3,302 New
3,302 $134 Million

Others Institutions Holding SCHA

# of Institutions
1,251
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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