Global Wealth Strategies & Associates Schwab Strategic Tr Us Small C Transaction History

Global Wealth Strategies & Associates

  • $304 Billion
  • Q3 2024

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 1,480 shares of SCHA stock, worth $38,790. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,480
Previous 924 60.17%
Holding current value
$38,790
Previous $43.8 Million 73.84%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 01, 2024
BUY
$46.9 - $51.96 $26,076 - $28,889
556 Added 60.17%
1,480 $76.2 Million
Q4 2023

Jan 02, 2024
SELL
$38.13 - $48.02 $800 - $1,008
-21 Reduced 2.22%
924 $43.7 Million
Q2 2023

Jul 05, 2023
BUY
$39.91 - $43.82 $17,720 - $19,456
444 Added 88.62%
945 $41.4 Million
Q1 2023

Apr 03, 2023
BUY
$39.82 - $46.36 $1,473 - $1,715
37 Added 7.97%
501 $21 Million
Q4 2022

Jan 17, 2023
BUY
$38.25 - $43.54 $17,748 - $20,202
464 New
464 $18.8 Million

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
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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