Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Small C Transaction History

Patrick M Sweeney & Associates, Inc

  • $136 Billion
  • Q3 2024

A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 6,328 shares of SCHA stock, worth $164,781. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,328
Previous 4,953 27.76%
Holding current value
$164,781
Previous $235 Million 38.68%
% of portfolio
0.24%
Previous 0.19%

Shares

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

Oct 22, 2024
BUY
$46.9 - $51.96 $64,487 - $71,445
1,375 Added 27.76%
6,328 $326 Million
Q2 2024

Jul 17, 2024
BUY
$45.24 - $49.04 $14,250 - $15,447
315 Added 6.79%
4,953 $235 Million
Q1 2024

Apr 25, 2024
BUY
$44.84 - $49.24 $17,980 - $19,745
401 Added 9.46%
4,638 $228 Million
Q4 2023

Feb 06, 2024
BUY
$38.13 - $48.02 $161,556 - $203,460
4,237 New
4,237 $200 Million

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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