Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 55,870 shares of SCHA stock, worth $1.46 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

55,870

Previous 54,084 3.3%

Holding current value

$1.46 Million

Previous $2.57 Million 12.12%

% of portfolio

0.07%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$46.9 - $51.96 $83,763 - $92,800	1,786 Added 3.3%	55,870 $2.88 Million
Q2 2024 Jul 25, 2024	BUY	$45.24 - $49.04 $2.45 Million - $2.65 Million	54,084 New	54,084 $2.57 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-1,477 Closed	0 $0
Q3 2018 Oct 18, 2018	SELL	N/A	-1,593 Reduced 51.89%	1,477 $112,000
Q2 2018 Jul 24, 2018	SELL	N/A	-13,149 Reduced 81.07%	3,070 $226,000
Q1 2018 Apr 16, 2018	BUY	N/A	368 Added 2.32%	16,219 $1.12 Million
Q4 2017 Feb 02, 2018	BUY	N/A	351 Added 2.26%	15,851 $1.11 Million
Q3 2017 Nov 07, 2017	BUY	N/A	227 Added 1.49%	15,500 $1.04 Million
Q2 2017 Aug 14, 2017	BUY	N/A	15,273	15,273 $976,000

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

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Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History