A detailed history of Eley Financial Management, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Eley Financial Management, Inc holds 19,825 shares of SCHA stock, worth $516,243. This represents 0.41% of its overall portfolio holdings.

Number of Shares
19,825
Previous 19,952 0.64%
Holding current value
$516,243
Previous $947 Million 7.84%
% of portfolio
0.41%
Previous 0.4%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$46.9 - $51.96 $5,956 - $6,598
-127 Reduced 0.64%
19,825 $1.02 Billion
Q2 2024

Aug 09, 2024

SELL
$45.24 - $49.04 $20,900 - $22,656
-462 Reduced 2.26%
19,952 $947 Million
Q1 2024

May 14, 2024

SELL
$44.84 - $49.24 $13,721 - $15,067
-306 Reduced 1.48%
20,414 $1.01 Billion
Q4 2023

Feb 02, 2024

BUY
$38.13 - $48.02 $1,067 - $1,344
28 Added 0.14%
20,720 $979 Million
Q3 2023

Oct 31, 2023

SELL
$40.85 - $46.1 $40,645 - $45,869
-995 Reduced 4.59%
20,692 $860 Million
Q2 2023

Aug 03, 2023

BUY
$39.91 - $43.82 $8,460 - $9,289
212 Added 0.99%
21,687 $950 Million
Q1 2023

May 11, 2023

BUY
$39.82 - $46.36 $855,134 - $995,581
21,475 New
21,475 $900 Million
Q4 2022

May 12, 2023

BUY
$38.25 - $43.54 $36,299 - $41,319
949 Added 4.42%
22,424 $908 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Eley Financial Management, Inc Portfolio

Follow Eley Financial Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eley Financial Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Eley Financial Management, Inc with notifications on news.