Sja Financial Advisory, LLC Schwab Strategic Tr Us Small C Transaction History

Sja Financial Advisory, LLC

  • $139 Million
  • Q4 2024

A detailed history of Sja Financial Advisory, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 7,805 shares of SCHA stock, worth $208,471. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,805
Previous 3,945 97.85%
Holding current value
$208,471
Previous $203,000 0.99%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Feb 03, 2025
BUY
$25.33 - $51.16 $97,773 - $197,477
3,860 Added 97.85%
7,805 $201,000
Q3 2024

Nov 25, 2024
BUY
$46.9 - $51.96 $185,020 - $204,982
3,945 New
3,945 $203,000
Q1 2023

Apr 28, 2023
BUY
$39.82 - $46.36 $756 - $880
19 Added 0.32%
6,003 $251,000
Q4 2022

Feb 14, 2023
BUY
$38.25 - $43.54 $15,644 - $17,807
409 Added 7.34%
5,984 $242,000
Q3 2022

Feb 14, 2023
BUY
$37.65 - $45.9 $941 - $1,147
25 Added 0.45%
5,575 $0
Q2 2022

Aug 03, 2022
BUY
$37.88 - $48.01 $5,682 - $7,201
150 Added 2.78%
5,550 $216,000
Q1 2022

Apr 21, 2022
BUY
$44.42 - $51.73 $129,128 - $150,379
2,907 Added 116.61%
5,400 $256,000
Q4 2021

Feb 16, 2022
BUY
$48.64 - $55.07 $5,788 - $6,553
119 Added 5.01%
2,493 $255,000
Q3 2021

Nov 08, 2021
BUY
$48.3 - $52.49 $3,139 - $3,411
65 Added 2.82%
2,374 $238,000
Q2 2021

Jul 21, 2021
SELL
$48.39 - $52.91 $7,064 - $7,724
-146 Reduced 5.95%
2,309 $241,000
Q1 2021

May 14, 2021
SELL
$43.89 - $52.63 $16,897 - $20,262
-385 Reduced 13.56%
2,455 $245,000
Q4 2020

Feb 08, 2021
SELL
$34.66 - $45.17 $30,812 - $40,156
-889 Reduced 23.84%
2,840 $253,000
Q3 2020

Nov 06, 2020
SELL
$32.09 - $36.38 $2,695 - $3,055
-84 Reduced 2.2%
3,729 $255,000
Q2 2020

Aug 12, 2020
SELL
$23.59 - $35.22 $17,315 - $25,851
-734 Reduced 16.14%
3,813 $249,000
Q1 2020

May 11, 2020
BUY
$22.29 - $38.7 $14,599 - $25,348
655 Added 16.83%
4,547 $234,000
Q4 2019

Feb 05, 2020
BUY
$33.63 - $38.03 $8,407 - $9,507
250 Added 6.86%
3,892 $294,000
Q3 2019

Oct 30, 2019
BUY
$34.78 - $36.12 $9,564 - $9,933
275 Added 8.17%
3,642 $254,000
Q2 2019

Aug 02, 2019
BUY
N/A
317 Added 10.39%
3,367 $241,000
Q1 2019

May 03, 2019
BUY
N/A
3,050 New
3,050 $213,000
Q4 2018

Jan 28, 2019
SELL
N/A
-3,208 Closed
0 $0
Q3 2018

Nov 06, 2018
BUY
N/A
101 Added 3.25%
3,208 $244,000
Q2 2018

Aug 08, 2018
BUY
N/A
3,107 New
3,107 $229,000

Others Institutions Holding SCHA

# of Institutions
1,168
Shares Held
190M
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
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More about SCHA
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