Wiser Advisor Group LLC Schwab Strategic Tr Us Small C Transaction History

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024

A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wiser Advisor Group LLC holds 42,132 shares of SCHA stock, worth $1.01 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
42,132
Previous 20,965 100.96%
Holding current value
$1.01 Million
Previous $1.08 Billion 0.91%
% of portfolio
1.58%
Previous 1.61%

Shares

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

Feb 05, 2025
BUY
$25.33 - $51.16 $536,160 - $1.08 Million
21,167 Added 100.96%
42,132 $1.09 Billion
Q3 2024

Nov 13, 2024
BUY
$46.9 - $51.96 $4,830 - $5,351
103 Added 0.49%
20,965 $1.08 Billion
Q2 2024

Aug 14, 2024
SELL
$45.24 - $49.04 $13,752 - $14,908
-304 Reduced 1.44%
20,862 $990 Million
Q1 2024

May 15, 2024
SELL
$44.84 - $49.24 $6,277 - $6,893
-140 Reduced 0.66%
21,166 $1.04 Billion
Q4 2023

Feb 12, 2024
BUY
$38.13 - $48.02 $812,397 - $1.02 Million
21,306 New
21,306 $1.01 Billion

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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