Holistic Financial Partners Schwab Strategic Tr Us Small C Transaction History

Holistic Financial Partners

  • $197 Million
  • Q4 2024

A detailed history of Holistic Financial Partners transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Holistic Financial Partners holds 12,931 shares of SCHA stock, worth $331,162. This represents 0.17% of its overall portfolio holdings.

Number of Shares
12,931
Previous 6,461 100.14%
Holding current value
$331,162
Previous $332,000 0.6%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Feb 04, 2025
BUY
$25.33 - $51.16 $163,885 - $331,005
6,470 Added 100.14%
12,931 $334,000
Q3 2024

Nov 07, 2024
BUY
$46.9 - $51.96 $1,876 - $2,078
40 Added 0.62%
6,461 $332,000
Q1 2024

May 08, 2024
SELL
$44.84 - $49.24 $39,459 - $43,331
-880 Reduced 12.05%
6,421 $316,000
Q4 2023

Feb 12, 2024
SELL
$38.13 - $48.02 $80,034 - $100,793
-2,099 Reduced 22.33%
7,301 $344,000
Q3 2023

Nov 08, 2023
SELL
$40.85 - $46.1 $490,649 - $553,707
-12,011 Reduced 56.1%
9,400 $389,000
Q2 2023

Aug 09, 2023
SELL
$39.91 - $43.82 $257,419 - $282,639
-6,450 Reduced 23.15%
21,411 $937,000
Q1 2023

May 04, 2023
SELL
$39.82 - $46.36 $5.28 Million - $6.15 Million
-132,612 Reduced 82.64%
27,861 $1.17 Million
Q4 2022

Feb 07, 2023
BUY
$38.25 - $43.54 $63,915 - $72,755
1,671 Added 1.05%
160,473 $6.5 Million
Q3 2022

Nov 09, 2022
BUY
$37.65 - $45.9 $47,439 - $57,834
1,260 Added 0.8%
158,802 $6 Million
Q2 2022

Aug 02, 2022
SELL
$37.88 - $48.01 $84,472 - $107,062
-2,230 Reduced 1.4%
157,542 $6.14 Million
Q1 2022

May 13, 2022
BUY
$44.42 - $51.73 $3.53 Million - $4.11 Million
79,358 Added 98.69%
159,772 $7.57 Million
Q4 2021

Feb 11, 2022
BUY
$48.64 - $55.07 $44,116 - $49,948
907 Added 1.14%
80,414 $8.23 Million
Q3 2021

Nov 12, 2021
BUY
$48.3 - $52.49 $207,351 - $225,339
4,293 Added 5.71%
79,507 $7.96 Million
Q2 2021

Aug 13, 2021
BUY
$48.39 - $52.91 $17,226 - $18,835
356 Added 0.48%
75,214 $7.84 Million
Q1 2021

May 11, 2021
SELL
$43.89 - $52.63 $125,700 - $150,732
-2,864 Reduced 3.68%
74,858 $7.46 Million
Q4 2020

Feb 10, 2021
BUY
$34.66 - $45.17 $20,380 - $26,559
588 Added 0.76%
77,722 $6.92 Million
Q3 2020

Nov 13, 2020
BUY
$32.09 - $36.38 $206,338 - $233,923
6,430 Added 9.09%
77,134 $5.27 Million
Q2 2020

Aug 13, 2020
BUY
$23.59 - $35.22 $179,496 - $267,988
7,609 Added 12.06%
70,704 $4.62 Million
Q1 2020

May 05, 2020
BUY
$22.29 - $38.7 $17,519 - $30,418
786 Added 1.26%
63,095 $3.25 Million
Q4 2019

Feb 06, 2020
BUY
$33.63 - $38.03 $107,515 - $121,581
3,197 Added 5.41%
62,309 $4.71 Million
Q3 2019

Nov 07, 2019
BUY
$34.78 - $36.12 $667,880 - $693,612
19,203 Added 48.12%
59,112 $4.13 Million
Q2 2019

Aug 07, 2019
BUY
N/A
2,632 Added 7.06%
39,909 $2.85 Million
Q1 2019

May 07, 2019
BUY
N/A
3,549 Added 10.52%
37,277 $2.61 Million
Q4 2018

Feb 11, 2019
BUY
N/A
4,363 Added 14.86%
33,728 $2.05 Million
Q3 2018

Nov 05, 2018
BUY
N/A
7,394 Added 33.65%
29,365 $2.24 Million
Q2 2018

Aug 14, 2018
BUY
N/A
4,451 Added 25.41%
21,971 $1.62 Million
Q1 2018

May 14, 2018
BUY
N/A
5,124 Added 41.34%
17,520 $1.21 Million
Q4 2017

Feb 09, 2018
BUY
N/A
12,396
12,396 $864,000

Others Institutions Holding SCHA

# of Institutions
1,244
Shares Held
272M
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
Track This Portfolio

Track Holistic Financial Partners Portfolio

Follow Holistic Financial Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email