A detailed history of Lvw Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Lvw Advisors, LLC holds 69,869 shares of SCHA stock, worth $1.83 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
69,869
Previous 132,068 47.1%
Holding current value
$1.83 Million
Previous $6.27 Million 42.58%
% of portfolio
0.47%
Previous 0.93%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$46.9 - $51.96 $2.92 Million - $3.23 Million
-62,199 Reduced 47.1%
69,869 $3.6 Million
Q2 2024

Jul 15, 2024

BUY
$45.24 - $49.04 $229,185 - $248,436
5,066 Added 3.99%
132,068 $6.27 Million
Q1 2024

Apr 17, 2024

BUY
$44.84 - $49.24 $525,973 - $577,585
11,730 Added 10.18%
127,002 $6.25 Million
Q4 2023

Jan 12, 2024

BUY
$38.13 - $48.02 $136,238 - $171,575
3,573 Added 3.2%
115,272 $5.45 Million
Q3 2023

Oct 10, 2023

BUY
$40.85 - $46.1 $183,825 - $207,450
4,500 Added 4.2%
111,699 $4.63 Million
Q2 2023

Jul 14, 2023

BUY
$39.91 - $43.82 $397,463 - $436,403
9,959 Added 10.24%
107,199 $4.7 Million
Q1 2023

May 02, 2023

BUY
$39.82 - $46.36 $313,463 - $364,945
7,872 Added 8.81%
97,240 $4.08 Million
Q4 2022

Jan 18, 2023

BUY
$38.25 - $43.54 $46,971 - $53,467
1,228 Added 1.39%
89,368 $0
Q3 2022

Oct 13, 2022

SELL
$37.65 - $45.9 $30,345 - $36,995
-806 Reduced 0.91%
88,140 $3.33 Million
Q2 2022

Jul 22, 2022

SELL
$37.88 - $48.01 $1.09 Million - $1.38 Million
-28,658 Reduced 24.37%
88,946 $3.47 Million
Q1 2022

May 02, 2022

BUY
$44.42 - $51.73 $2.65 Million - $3.09 Million
59,674 Added 103.01%
117,604 $5.57 Million
Q4 2021

Jan 26, 2022

SELL
$48.64 - $55.07 $317,181 - $359,111
-6,521 Reduced 10.12%
57,930 $5.93 Million
Q3 2021

Nov 02, 2021

SELL
$48.3 - $52.49 $544,872 - $592,139
-11,281 Reduced 14.9%
64,451 $6.45 Million
Q2 2021

Jul 15, 2021

BUY
$48.39 - $52.91 $61,213 - $66,931
1,265 Added 1.7%
75,732 $7.89 Million
Q1 2021

Apr 19, 2021

BUY
$43.89 - $52.63 $667,435 - $800,344
15,207 Added 25.66%
74,467 $7.42 Million
Q4 2020

Feb 04, 2021

SELL
$34.66 - $45.17 $16,532 - $21,546
-477 Reduced 0.8%
59,260 $5.27 Million
Q3 2020

Oct 29, 2020

SELL
$32.09 - $36.38 $112,186 - $127,184
-3,496 Reduced 5.53%
59,737 $4.08 Million
Q2 2020

Aug 11, 2020

SELL
$23.59 - $35.22 $3.08 Million - $4.6 Million
-130,486 Reduced 67.36%
63,233 $4.13 Million
Q1 2020

Apr 23, 2020

BUY
$22.29 - $38.7 $4 Million - $6.95 Million
179,573 Added 1269.43%
193,719 $9.98 Million
Q4 2019

Feb 10, 2020

BUY
$33.63 - $38.03 $111,113 - $125,651
3,304 Added 30.47%
14,146 $1.07 Million
Q3 2019

Oct 22, 2019

SELL
$34.78 - $36.12 $186,490 - $193,675
-5,362 Reduced 33.09%
10,842 $756,000
Q2 2019

Aug 14, 2019

SELL
N/A
-937 Reduced 5.47%
16,204 $1.16 Million
Q1 2019

May 03, 2019

BUY
N/A
543 Added 3.27%
17,141 $1.2 Million
Q4 2018

Feb 05, 2019

BUY
N/A
16,598 New
16,598 $1.01 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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