Sightline Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 172,041 shares of SCHA stock, worth $4.51 Million. This represents 4.89% of its overall portfolio holdings.

Number of Shares
172,041
Previous 169,766 1.34%
Holding current value
$4.51 Million
Previous $8.06 Million 9.99%
% of portfolio
4.89%
Previous 5.02%

Shares

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

Oct 21, 2024
BUY
$46.9 - $51.96 $106,697 - $118,209
2,275 Added 1.34%
172,041 $8.86 Million
Q2 2024

Aug 02, 2024
BUY
$45.24 - $49.04 $206,746 - $224,112
4,570 Added 2.77%
169,766 $8.06 Million
Q1 2024

Apr 24, 2024
BUY
$44.84 - $49.24 $316,346 - $347,388
7,055 Added 4.46%
165,196 $8.13 Million
Q4 2023

Jan 23, 2024
BUY
$38.13 - $48.02 $566,306 - $713,193
14,852 Added 10.37%
158,141 $7.47 Million
Q3 2023

Nov 01, 2023
BUY
$40.85 - $46.1 $796,738 - $899,134
19,504 Added 15.76%
143,289 $5.94 Million
Q2 2023

Jul 14, 2023
BUY
$39.91 - $43.82 $79,420 - $87,201
1,990 Added 1.63%
123,785 $5.42 Million
Q1 2023

May 02, 2023
BUY
$39.82 - $46.36 $21,064 - $24,524
529 Added 0.44%
121,795 $5.11 Million
Q4 2022

Jan 26, 2023
BUY
$38.25 - $43.54 $124,274 - $141,461
3,249 Added 2.75%
121,266 $0
Q3 2022

Oct 26, 2022
BUY
$37.65 - $45.9 $19,653 - $23,959
522 Added 0.44%
118,017 $4.58 Million
Q2 2022

Jul 15, 2022
BUY
$37.88 - $48.01 $175,384 - $222,286
4,630 Added 4.1%
117,495 $4.56 Million
Q1 2022

Apr 29, 2022
BUY
$44.42 - $51.73 $2.49 Million - $2.89 Million
55,959 Added 98.34%
112,865 $5.35 Million
Q4 2021

Jan 26, 2022
SELL
$48.64 - $55.07 $69,020 - $78,144
-1,419 Reduced 2.43%
56,906 $5.88 Million
Q3 2021

Oct 25, 2021
SELL
$48.3 - $52.49 $142,919 - $155,317
-2,959 Reduced 4.83%
58,325 $5.84 Million
Q2 2021

Jul 22, 2021
SELL
$48.39 - $52.91 $324,745 - $355,079
-6,711 Reduced 9.87%
61,284 $6.39 Million
Q1 2021

May 10, 2021
BUY
$43.89 - $52.63 $48,235 - $57,840
1,099 Added 1.64%
67,995 $6.8 Million
Q4 2020

Feb 02, 2021
BUY
$34.66 - $45.17 $2.32 Million - $3.02 Million
66,896 New
66,896 $5.95 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
Track This Portfolio

Track Sightline Wealth Advisors, LLC Portfolio

Follow Sightline Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email