Columbia Advisory Partners LLC Schwab Strategic Tr Us Small C Transaction History

Columbia Advisory Partners LLC

  • $101 Million
  • Q3 2024

A detailed history of Columbia Advisory Partners LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 8,176 shares of SCHA stock, worth $224,758. This represents 0.42% of its overall portfolio holdings.

Number of Shares
8,176
Previous 15,498 47.24%
Holding current value
$224,758
Previous $735,000 42.72%
% of portfolio
0.42%
Previous 0.76%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$46.9 - $51.96 $343,401 - $380,451
-7,322 Reduced 47.24%
8,176 $421,000
Q2 2024

Jul 12, 2024
SELL
$45.24 - $49.04 $420,415 - $455,728
-9,293 Reduced 37.49%
15,498 $735,000
Q1 2024

Apr 12, 2024
BUY
$44.84 - $49.24 $300,876 - $330,400
6,710 Added 37.11%
24,791 $1.22 Million
Q4 2023

Jan 09, 2024
BUY
$38.13 - $48.02 $14,794 - $18,631
388 Added 2.19%
18,081 $854,000
Q3 2023

Oct 16, 2023
SELL
$40.85 - $46.1 $8,047 - $9,081
-197 Reduced 1.1%
17,693 $732,000
Q2 2023

Aug 02, 2023
SELL
$39.91 - $43.82 $12,970 - $14,241
-325 Reduced 1.78%
17,890 $783,000
Q1 2023

May 09, 2023
SELL
$39.82 - $46.36 $359,295 - $418,306
-9,023 Reduced 33.13%
18,215 $763,000
Q4 2022

Jan 27, 2023
SELL
$38.25 - $43.54 $81,625 - $92,914
-2,134 Reduced 7.27%
27,238 $1.1 Million
Q3 2022

Nov 07, 2022
SELL
$37.65 - $45.9 $346,492 - $422,417
-9,203 Reduced 23.86%
29,372 $1.11 Million
Q2 2022

Aug 03, 2022
BUY
$37.88 - $48.01 $56,024 - $71,006
1,479 Added 3.99%
38,575 $1.5 Million
Q1 2022

Apr 29, 2022
SELL
$44.42 - $51.73 $2.74 Million - $3.19 Million
-61,582 Reduced 62.41%
37,096 $1.76 Million
Q4 2021

Jan 25, 2022
BUY
$48.64 - $55.07 $4.8 Million - $5.43 Million
98,678 New
98,678 $10.1 Million

Others Institutions Holding SCHA

# of Institutions
1,134
Shares Held
234M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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  • Ticker SCHA
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More about SCHA
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