Strategic Asset Management, LLC Schwab Strategic Tr Us Small C Transaction History

Strategic Asset Management, LLC

  • $57.7 Million
  • Q3 2022

A detailed history of Strategic Asset Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Asset Management, LLC holds 1,238 shares of SCHA stock, worth $30,207. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,238
Previous 12,140 89.8%
Holding current value
$30,207
Previous $473,000 90.06%
% of portfolio
0.08%
Previous 0.76%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 01, 2022
SELL
$37.65 - $45.9 $410,460 - $500,401
-10,902 Reduced 89.8%
1,238 $47,000
Q2 2022

Jul 14, 2022
BUY
$37.88 - $48.01 $37 - $48
1 Added 0.01%
12,140 $473,000
Q1 2022

Apr 20, 2022
BUY
$44.42 - $51.73 $259,546 - $302,258
5,843 Added 92.8%
12,139 $575,000
Q4 2021

Jan 26, 2022
BUY
$48.64 - $55.07 $81,082 - $91,801
1,667 Added 36.01%
6,296 $645,000
Q3 2021

Nov 04, 2021
BUY
$48.3 - $52.49 $223,580 - $242,976
4,629 New
4,629 $473,000

Others Institutions Holding SCHA

# of Institutions
1,252
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
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 Strategic Asset Management, LLC Portfolio

Follow Strategic Asset Management, 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 Strategic Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email