Executive Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Executive Wealth Management, LLC holds 11,621 shares of SCHA stock, worth $318,764. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,621
Previous 5,401 115.16%
Holding current value
$318,764
Previous $278,000 7.91%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Feb 13, 2025
BUY
$25.33 - $51.16 $157,552 - $318,215
6,220 Added 115.16%
11,621 $300,000
Q3 2024

Nov 14, 2024
BUY
$46.9 - $51.96 $253,306 - $280,635
5,401 New
5,401 $278,000

Others Institutions Holding SCHA

# of Institutions
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
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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