Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Jamison Private Wealth Management, Inc.

$657 Billion
Q3 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 4,567 shares of SCHA stock, worth $117,006. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,567

Previous 4,557 0.22%

Holding current value

$117,006

Previous $216 Million 8.77%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$46.9 - $51.96 $469 - $519	10 Added 0.22%	4,567 $235 Million
Q2 2024 Jul 11, 2024	SELL	$45.24 - $49.04 $19,317 - $20,940	-427 Reduced 8.57%	4,557 $216 Million
Q1 2024 Apr 26, 2024	BUY	$44.84 - $49.24 $131,336 - $144,223	2,929 Added 142.53%	4,984 $245 Million
Q4 2023 Jan 17, 2024	BUY	$38.13 - $48.02 $3,088 - $3,889	81 Added 4.1%	2,055 $97.1 Million
Q3 2023 Jan 05, 2024	BUY	$40.85 - $46.1 $80,637 - $91,001	1,974 New	1,974 $81.8 Million

Others Institutions Holding SCHA

# of Institutions

1,131

Shares Held

234M

Call Options Held

44.7K

Put Options Held

32.4K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History