Dhk Financial Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Dhk Financial Advisors, Inc.

  • $163 Million
  • Q4 2024

A detailed history of Dhk Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Dhk Financial Advisors, Inc. holds 18,325 shares of SCHA stock, worth $463,072. This represents 0.29% of its overall portfolio holdings.

Number of Shares
18,325
Previous 11,673 56.99%
Holding current value
$463,072
Previous $601,000 21.3%
% of portfolio
0.29%
Previous 0.37%

Shares

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

Jan 22, 2025
BUY
$25.33 - $51.16 $168,495 - $340,316
6,652 Added 56.99%
18,325 $473,000
Q3 2024

Oct 24, 2024
SELL
$46.9 - $51.96 $34,002 - $37,671
-725 Reduced 5.85%
11,673 $601,000
Q2 2024

Aug 09, 2024
SELL
$45.24 - $49.04 $168,880 - $183,066
-3,733 Reduced 23.14%
12,398 $588,000
Q1 2024

May 10, 2024
BUY
$44.84 - $49.24 $723,314 - $794,290
16,131 New
16,131 $794,000

Others Institutions Holding SCHA

# of Institutions
1,248
Shares Held
272M
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
Track This Portfolio

Track Dhk Financial Advisors, Inc. Portfolio

Follow Dhk Financial Advisors, Inc. 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 Dhk Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Dhk Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email