Sheaff Brock Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Sheaff Brock Investment Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 13,020 shares of SCHA stock, worth $330,187. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,020
Previous 13,410 2.91%
Holding current value
$330,187
Previous $690,000 51.3%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Jan 30, 2025
SELL
$25.33 - $51.16 $9,878 - $19,952
-390 Reduced 2.91%
13,020 $336,000
Q3 2024

Nov 06, 2024
SELL
$46.9 - $51.96 $72,695 - $80,538
-1,550 Reduced 10.36%
13,410 $690,000
Q2 2024

Jul 30, 2024
BUY
$45.24 - $49.04 $11,310 - $12,260
250 Added 1.7%
14,960 $709,000
Q1 2024

May 14, 2024
BUY
$44.84 - $49.24 $11,210 - $12,310
250 Added 1.73%
14,710 $724,000
Q4 2023

Feb 08, 2024
BUY
$38.13 - $48.02 $57,195 - $72,030
1,500 Added 11.57%
14,460 $683,000
Q4 2022

Feb 13, 2023
SELL
$38.25 - $43.54 $11,475 - $13,062
-300 Reduced 2.26%
12,960 $525,000
Q2 2022

Aug 02, 2022
BUY
$37.88 - $48.01 $45,456 - $57,612
1,200 Added 9.95%
13,260 $517,000
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $182,122 - $212,093
4,100 Added 51.51%
12,060 $571,000
Q1 2022

May 06, 2022
BUY
$44.42 - $51.73 $111,050 - $129,324
2,500 Added 45.79%
7,960 $377,000
Q4 2021

Jun 02, 2022
BUY
$48.64 - $55.07 $93,875 - $106,285
1,930 Added 54.67%
5,460 $559,000
Q4 2021

Feb 03, 2022
SELL
$48.64 - $55.07 $86,579 - $98,024
-1,780 Reduced 33.52%
3,530 $361,000
Q3 2021

Jun 02, 2022
BUY
$48.3 - $52.49 $85,974 - $93,432
1,780 Added 50.42%
5,310 $531,000
Q3 2021

Nov 03, 2021
SELL
$48.3 - $52.49 $72,450 - $78,735
-1,500 Reduced 29.82%
3,530 $353,000
Q2 2021

Jun 02, 2022
BUY
$48.39 - $52.91 $82,263 - $89,947
1,700 Added 51.05%
5,030 $524,000
Q2 2021

Aug 16, 2021
SELL
$48.39 - $52.91 $78,391 - $85,714
-1,620 Reduced 32.73%
3,330 $347,000
Q1 2021

Jun 02, 2022
BUY
$43.89 - $52.63 $74,613 - $89,471
1,700 Added 52.31%
4,950 $493,000
Q1 2021

May 11, 2021
SELL
$43.89 - $52.63 $82,600 - $99,049
-1,882 Reduced 36.67%
3,250 $324,000
Q4 2020

Feb 01, 2021
BUY
$34.66 - $45.17 $65,854 - $85,823
1,900 Added 58.79%
5,132 $457,000
Q3 2020

Oct 30, 2020
BUY
$32.09 - $36.38 $103,714 - $117,580
3,232 New
3,232 $221,000

About SCHWAB STRATEGIC TR US SMALL-C

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