Builder Investment Group Inc /Adv Schwab Strategic Tr Us Small C Transaction History

Builder Investment Group Inc /Adv

$368 Billion
Q4 2024

A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 9,902 shares of SCHA stock, worth $250,223. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,902

Previous 4,629 113.91%

Holding current value

$250,223

Previous $238 Million 7.4%

% of portfolio

0.07%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$25.33 - $51.16 $133,565 - $269,766	5,273 Added 113.91%	9,902 $256 Million
Q2 2024 Jul 31, 2024	BUY	$45.24 - $49.04 $361 - $392	8 Added 0.17%	4,629 $220 Million
Q4 2023 Jan 22, 2024	BUY	$38.13 - $48.02 $176,198 - $221,900	4,621 New	4,621 $218 Million
Q2 2023 Jul 25, 2023	SELL	$39.91 - $43.82 $18,518 - $20,332	-464 Reduced 8.28%	5,142 $225 Million
Q1 2023 May 10, 2023	BUY	$39.82 - $46.36 $7,565 - $8,808	190 Added 3.51%	5,606 $235 Million
Q4 2022 Feb 24, 2023	BUY	$38.25 - $43.54 $207,162 - $235,812	5,416 New	5,416 $219 Million

Others Institutions Holding SCHA

# of Institutions

1,248

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

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Builder Investment Group Inc /Adv Schwab Strategic Tr Us Small C Transaction History