Elser Financial Planning, Inc Schwab Strategic Tr Us Small C Transaction History

Elser Financial Planning, Inc

  • $1.67 Trillion
  • Q4 2024

A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Elser Financial Planning, Inc holds 118,919 shares of SCHA stock, worth $3.17 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
118,919
Previous 63,871 86.19%
Holding current value
$3.17 Million
Previous $3.29 Billion 6.51%
% of portfolio
0.18%
Previous 4.77%

Shares

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

Jan 28, 2025
BUY
$25.33 - $51.16 $1.39 Million - $2.82 Million
55,048 Added 86.19%
118,919 $3.08 Billion
Q3 2024

Oct 17, 2024
BUY
$46.9 - $51.96 $48,494 - $53,726
1,034 Added 1.65%
63,871 $3.29 Billion
Q2 2024

Jul 22, 2024
BUY
$45.24 - $49.04 $2.84 Million - $3.08 Million
62,837 New
62,837 $2.98 Billion

Others Institutions Holding SCHA

# of Institutions
1,165
Shares Held
171M
Call Options Held
55.6K
Put Options Held
7.8K
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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