A detailed history of Arq Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 8,256 shares of SCHA stock, worth $208,629. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,256
Previous 4,563 80.93%
Holding current value
$208,629
Previous $234,000 8.97%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Feb 19, 2025

BUY
$25.33 - $51.16 $93,543 - $188,933
3,693 Added 80.93%
8,256 $213,000
Q3 2024

Nov 05, 2024

BUY
$46.9 - $51.96 $214,004 - $237,093
4,563 New
4,563 $234,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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

Track Arq Wealth Advisors, LLC Portfolio

Follow Arq Wealth Advisors, LLC 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 Arq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arq Wealth Advisors, LLC with notifications on news.