Finer Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Finer Wealth Management, Inc.

  • $161 Million
  • Q3 2024

A detailed history of Finer Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 18,059 shares of SCHA stock, worth $481,091. This represents 0.58% of its overall portfolio holdings.

Number of Shares
18,059
Previous 11,777 53.34%
Holding current value
$481,091
Previous $558,000 66.67%
% of portfolio
0.58%
Previous 0.36%

Shares

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

Nov 13, 2024
BUY
$46.9 - $51.96 $294,625 - $326,412
6,282 Added 53.34%
18,059 $930,000
Q2 2024

Aug 13, 2024
BUY
$45.24 - $49.04 $266,011 - $288,355
5,880 Added 99.71%
11,777 $558,000
Q1 2024

Apr 26, 2024
BUY
$44.84 - $49.24 $264,421 - $290,368
5,897 New
5,897 $290,000

Others Institutions Holding SCHA

# of Institutions
1,185
Shares Held
202M
Call Options Held
55.6K
Put Options Held
7.8K
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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