Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 29,849 shares of SCHA stock, worth $713,988. This represents 0.19% of its overall portfolio holdings.

Number of Shares
29,849
Previous 13,684 118.13%
Holding current value
$713,988
Previous $704,000 9.52%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Jan 24, 2025
BUY
$25.33 - $51.16 $409,459 - $827,001
16,165 Added 118.13%
29,849 $771,000
Q2 2024

Jul 12, 2024
BUY
$45.24 - $49.04 $45 - $49
1 Added 0.01%
13,684 $649,000
Q1 2024

May 14, 2024
SELL
$44.84 - $49.24 $16,232 - $17,824
-362 Reduced 2.58%
13,683 $673,000
Q4 2023

May 14, 2024
BUY
$38.13 - $48.02 $325,706 - $410,186
8,542 Added 155.22%
14,045 $663,000
Q3 2023

Nov 14, 2023
BUY
$40.85 - $46.1 $224,797 - $253,688
5,503 New
5,503 $227,000

Others Institutions Holding SCHA

# of Institutions
1,251
Shares Held
274M
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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