Clearstead Trust, LLC Schwab Strategic Tr Us Small C Transaction History

Clearstead Trust, LLC

  • $414 Million
  • Q4 2024

A detailed history of Clearstead Trust, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clearstead Trust, LLC holds 3,483 shares of SCHA stock, worth $92,752. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,483
Previous 6,191 43.74%
Holding current value
$92,752
Previous $318,000 71.7%
% of portfolio
0.02%
Previous 0.09%

Shares

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

Feb 10, 2025
SELL
$25.33 - $51.16 $68,593 - $138,541
-2,708 Reduced 43.74%
3,483 $90,000
Q4 2023

Feb 06, 2024
SELL
$38.13 - $48.02 $7,473 - $9,411
-196 Reduced 3.07%
6,191 $292,000
Q2 2023

Aug 08, 2023
BUY
$39.91 - $43.82 $247,082 - $271,289
6,191 Added 3158.67%
6,387 $279,000
Q3 2022

Nov 10, 2022
BUY
$37.65 - $45.9 $7,379 - $8,996
196 New
196 $7,000
Q3 2017

Nov 17, 2017
SELL
N/A
-500 Closed
0 $0
Q2 2017

Aug 21, 2017
BUY
N/A
500
500 $32,000

Others Institutions Holding SCHA

# of Institutions
1,239
Shares Held
271M
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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