Leo H. Evart, Inc. Schwab Strategic Tr Us Small C Transaction History

Leo H. Evart, Inc.

$65.2 Billion
Q3 2023

A detailed history of Leo H. Evart, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Leo H. Evart, Inc. holds 31,481 shares of SCHA stock, worth $806,543. This represents 2.0% of its overall portfolio holdings.

Number of Shares

31,481

Previous 34,328 8.29%

Holding current value

$806,543

Previous $1.5 Billion 13.28%

% of portfolio

2.0%

Previous 2.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$40.85 - $46.1 $116,299 - $131,246	-2,847 Reduced 8.29%	31,481 $1.3 Billion
Q2 2023 Aug 04, 2023	SELL	$39.91 - $43.82 $13,808 - $15,161	-346 Reduced 1.0%	34,328 $1.5 Billion
Q1 2023 May 05, 2023	SELL	$39.82 - $46.36 $130,928 - $152,431	-3,288 Reduced 8.66%	34,674 $1.45 Billion
Q4 2022 Jan 19, 2023	SELL	$38.25 - $43.54 $2,218 - $2,525	-58 Reduced 0.15%	37,962 $1.54 Billion
Q3 2022 Nov 02, 2022	BUY	$37.65 - $45.9 $4,442 - $5,416	118 Added 0.31%	38,020 $1.44 Million
Q2 2022 Jul 21, 2022	SELL	$37.88 - $48.01 $7,841 - $9,938	-207 Reduced 0.54%	37,902 $1.48 Million
Q1 2022 May 11, 2022	BUY	$44.42 - $51.73 $839,271 - $977,386	18,894 Added 98.33%	38,109 $1.81 Million
Q4 2021 Mar 31, 2022	BUY	$48.64 - $55.07 $934,617 - $1.06 Million	19,215 New	19,215 $1.97 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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