Simplicity Wealth,Llc Schwab Strategic Tr Us Small C Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Simplicity Wealth,Llc holds 9,105 shares of SCHA stock, worth $230,902. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,105

Previous 4,801 89.65%

Holding current value

$230,902

Previous $247,000 4.86%

% of portfolio

0.05%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.33 - $51.16 $109,020 - $220,192	4,304 Added 89.65%	9,105 $235,000
Q3 2024 Oct 09, 2024	SELL	$46.9 - $51.96 $6.93 Million - $7.68 Million	-147,721 Reduced 96.85%	4,801 $247,000
Q2 2024 Jul 10, 2024	BUY	$45.24 - $49.04 $344,457 - $373,390	7,614 Added 5.25%	152,522 $7.24 Million
Q1 2024 Apr 24, 2024	BUY	$44.84 - $49.24 $6.5 Million - $7.14 Million	144,908 New	144,908 $7.14 Million
Q3 2022 Oct 12, 2022	BUY	$37.65 - $45.9 $522,393 - $636,862	13,875 Added 23.96%	71,787 $2.71 Million
Q2 2022 Jul 19, 2022	SELL	$37.88 - $48.01 $1.24 Million - $1.57 Million	-32,687 Reduced 36.08%	57,912 $2.26 Million
Q1 2022 May 20, 2022	BUY	$44.42 - $51.73 $1.36 Million - $1.59 Million	30,682 Added 51.21%	90,599 $4.29 Million
Q4 2021 Feb 25, 2022	BUY	$48.64 - $55.07 $2.91 Million - $3.3 Million	59,917 New	59,917 $6.14 Million

Others Institutions Holding SCHA

# of Institutions

1,245

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
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Simplicity Wealth,Llc Schwab Strategic Tr Us Small C Transaction History