Sound Income Strategies, LLC Schwab Strategic Tr Us Small C Transaction History

Sound Income Strategies, LLC

  • $1.47 Billion
  • Q4 2024

A detailed history of Sound Income Strategies, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sound Income Strategies, LLC holds 2,856 shares of SCHA stock, worth $76,283. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,856
Previous 824 246.6%
Holding current value
$76,283
Previous $42,000 73.81%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 21, 2025
BUY
$25.33 - $51.16 $51,470 - $103,957
2,032 Added 246.6%
2,856 $73,000
Q3 2024

Oct 10, 2024
BUY
$46.9 - $51.96 $33,158 - $36,735
707 Added 604.27%
824 $42,000
Q1 2024

Apr 15, 2024
SELL
$44.84 - $49.24 $4,035 - $4,431
-90 Reduced 43.48%
117 $5,000
Q4 2023

Jan 10, 2024
SELL
$38.13 - $48.02 $34,126 - $42,977
-895 Reduced 81.22%
207 $9,000
Q3 2023

Oct 12, 2023
SELL
$40.85 - $46.1 $16,462 - $18,578
-403 Reduced 26.78%
1,102 $45,000
Q2 2023

Jul 10, 2023
BUY
$39.91 - $43.82 $17,640 - $19,368
442 Added 41.58%
1,505 $65,000
Q1 2023

Apr 10, 2023
BUY
$39.82 - $46.36 $13,857 - $16,133
348 Added 48.67%
1,063 $44,000
Q4 2022

Jan 11, 2023
BUY
$38.25 - $43.54 $27,348 - $31,131
715 New
715 $0
Q2 2022

Jul 11, 2022
SELL
$37.88 - $48.01 $1,098 - $1,392
-29 Reduced 16.11%
151 $6,000
Q1 2022

Apr 11, 2022
BUY
$44.42 - $51.73 $7,329 - $8,535
165 Added 1100.0%
180 $9,000
Q4 2021

Jan 13, 2022
BUY
$48.64 - $55.07 $729 - $826
15 New
15 $2,000
Q2 2021

Jul 13, 2021
SELL
$48.39 - $52.91 $8,855 - $9,682
-183 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
$43.89 - $52.63 $8,031 - $9,631
183 New
183 $0
Q1 2020

Apr 07, 2020
SELL
$22.29 - $38.7 $1,248 - $2,167
-56 Closed
0 $0
Q4 2019

Jan 06, 2020
BUY
$33.63 - $38.03 $1,883 - $2,129
56 New
56 $4,000

Others Institutions Holding SCHA

# of Institutions
1,165
Shares Held
187M
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
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