Great Waters Wealth Management Schwab Strategic Tr Us Small C Transaction History

Great Waters Wealth Management

$779 Billion
Q4 2024

A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Great Waters Wealth Management holds 48,229 shares of SCHA stock, worth $1.3 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

48,229

Previous 24,753 94.84%

Holding current value

$1.3 Million

Previous $1.27 Billion 2.16%

% of portfolio

0.16%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$25.33 - $51.16 $594,647 - $1.2 Million	23,476 Added 94.84%	48,229 $1.25 Billion
Q3 2024 Oct 04, 2024	SELL	$46.9 - $51.96 $20,917 - $23,174	-446 Reduced 1.77%	24,753 $1.27 Billion
Q2 2024 Jul 08, 2024	SELL	$45.24 - $49.04 $26,239 - $28,443	-580 Reduced 2.25%	25,199 $1.2 Billion
Q1 2024 Apr 08, 2024	SELL	$44.84 - $49.24 $20,491 - $22,502	-457 Reduced 1.74%	25,779 $1.27 Billion
Q4 2023 Jan 19, 2024	SELL	$38.13 - $48.02 $202,050 - $254,457	-5,299 Reduced 16.8%	26,236 $1.2 Billion
Q3 2023 Oct 11, 2023	SELL	$40.85 - $46.1 $49,101 - $55,412	-1,202 Reduced 3.67%	31,535 $1.28 Billion
Q2 2023 Jul 07, 2023	SELL	$39.91 - $43.82 $66,849 - $73,398	-1,675 Reduced 4.87%	32,737 $1.43 Billion
Q1 2023 Apr 25, 2023	SELL	$39.82 - $46.36 $48,938 - $56,976	-1,229 Reduced 3.45%	34,412 $1.43 Billion
Q4 2022 Feb 03, 2023	BUY	$38.25 - $43.54 $1.36 Million - $1.55 Million	35,641 New	35,641 $1.56 Billion

Others Institutions Holding SCHA

# of Institutions

1,171

Shares Held

195M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Great Waters Wealth Management Schwab Strategic Tr Us Small C Transaction History