My Purposeful Wealth Corp. Schwab Strategic Tr Us Small C Transaction History

My Purposeful Wealth Corp.

$221 Billion
Q4 2024

A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 159,131 shares of SCHA stock, worth $4.25 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

159,131

Previous 76,607 107.72%

Holding current value

$4.25 Million

Previous $3.95 Billion 4.31%

% of portfolio

1.86%

Previous 1.88%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$25.33 - $51.16 $2.09 Million - $4.22 Million	82,524 Added 107.72%	159,131 $4.12 Billion
Q3 2024 Oct 29, 2024	BUY	$46.9 - $51.96 $225,729 - $250,083	4,813 Added 6.7%	76,607 $3.95 Billion
Q2 2024 Jul 31, 2024	BUY	$45.24 - $49.04 $289,400 - $313,708	6,397 Added 9.78%	71,794 $3.41 Billion
Q1 2024 Apr 29, 2024	BUY	$44.84 - $49.24 $635,068 - $697,386	14,163 Added 27.64%	65,397 $3.22 Billion
Q4 2023 Feb 06, 2024	BUY	$38.13 - $48.02 $585,486 - $737,347	15,355 Added 42.8%	51,234 $2.42 Billion
Q3 2023 Nov 14, 2023	SELL	$40.85 - $46.1 $12,581 - $14,198	-308 Reduced 0.85%	35,879 $1.49 Billion
Q2 2023 Jul 24, 2023	BUY	$39.91 - $43.82 $18,159 - $19,938	455 Added 1.27%	36,187 $1.58 Billion
Q1 2023 Apr 26, 2023	SELL	$39.82 - $46.36 $6,490 - $7,556	-163 Reduced 0.45%	35,732 $1.5 Billion
Q4 2022 Feb 09, 2023	BUY	$38.25 - $43.54 $1.37 Million - $1.56 Million	35,895 New	35,895 $1.45 Billion

Others Institutions Holding SCHA

# of Institutions

1,168

Shares Held

190M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

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 My Purposeful Wealth Corp., based on Form 13F filings with the SEC.

News

Stay updated on My Purposeful Wealth Corp. with notifications on news.

Account

My Purposeful Wealth Corp. Schwab Strategic Tr Us Small C Transaction History