Godshalk Welsh Capital Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Godshalk Welsh Capital Management, Inc.

$152 Million
Q4 2024

A detailed history of Godshalk Welsh Capital Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Godshalk Welsh Capital Management, Inc. holds 9,600 shares of SCHA stock, worth $243,456. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,600

Previous 5,800 65.52%

Holding current value

$243,456

Previous $298,000 16.78%

% of portfolio

0.16%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$25.33 - $51.16 $96,254 - $194,408	3,800 Added 65.52%	9,600 $248,000
Q1 2022 May 12, 2022	BUY	$44.42 - $51.73 $128,818 - $150,017	2,900 Added 100.0%	5,800 $275,000
Q2 2021 Aug 09, 2021	BUY	$48.39 - $52.91 $7,258 - $7,936	150 Added 5.45%	2,900 $290,000
Q4 2020 Feb 08, 2021	BUY	$34.66 - $45.17 $95,314 - $124,217	2,750 New	2,750 $245,000
Q3 2018 Nov 09, 2018	SELL	N/A	-2,795 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	2,795 New	2,795 $206,000
Q1 2018 May 10, 2018	SELL	N/A	-3,160 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	3,160	3,160 $202,000

Others Institutions Holding SCHA

# of Institutions

1,245

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Godshalk Welsh Capital Management, Inc. Schwab Strategic Tr Us Small C Transaction History