Strategic Family Wealth Counselors, L.L.C. Schwab Strategic Tr Us Small C Transaction History

Strategic Family Wealth Counselors, L.L.C.

$293 Million
Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 367,870 shares of SCHA stock, worth $9.33 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares

367,870

Previous 179,244 105.23%

Holding current value

$9.33 Million

Previous $9.23 Million 3.05%

% of portfolio

3.25%

Previous 3.28%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$25.33 - $51.16 $4.78 Million - $9.65 Million	188,626 Added 105.23%	367,870 $9.51 Million
Q3 2024 Oct 31, 2024	BUY	$46.9 - $51.96 $257,434 - $285,208	5,489 Added 3.16%	179,244 $9.23 Million
Q2 2024 Aug 14, 2024	BUY	$45.24 - $49.04 $378,568 - $410,366	8,368 Added 5.06%	173,755 $8.24 Million
Q1 2024 May 14, 2024	BUY	$44.84 - $49.24 $533,685 - $586,054	11,902 Added 7.75%	165,387 $8.14 Million
Q4 2023 Jan 29, 2024	SELL	$38.13 - $48.02 $72,561 - $91,382	-1,903 Reduced 1.22%	153,485 $7.25 Million
Q3 2023 Nov 13, 2023	BUY	$40.85 - $46.1 $109,478 - $123,548	2,680 Added 1.75%	155,388 $6.44 Million
Q2 2023 Aug 10, 2023	BUY	$39.91 - $43.82 $19,955 - $21,910	500 Added 0.33%	152,708 $6.69 Million
Q1 2023 May 15, 2023	SELL	$39.82 - $46.36 $321,307 - $374,078	-8,069 Reduced 5.03%	152,208 $6.38 Million
Q4 2022 Jan 25, 2023	BUY	$38.25 - $43.54 $60,167 - $68,488	1,573 Added 0.99%	160,277 $0
Q3 2022 Nov 10, 2022	SELL	$37.65 - $45.9 $55,571 - $67,748	-1,476 Reduced 0.92%	158,704 $6 Million
Q2 2022 Aug 11, 2022	BUY	$37.88 - $48.01 $29,546 - $37,447	780 Added 0.49%	160,180 $6.25 Million
Q1 2022 May 04, 2022	BUY	$44.42 - $51.73 $3.62 Million - $4.22 Million	81,601 Added 104.89%	159,400 $7.55 Million
Q4 2021 Feb 08, 2022	BUY	$48.64 - $55.07 $41,684 - $47,194	857 Added 1.11%	77,799 $7.97 Million
Q3 2021 Nov 09, 2021	BUY	$48.3 - $52.49 $294,485 - $320,031	6,097 Added 8.61%	76,942 $7.7 Million
Q2 2021 Jul 29, 2021	BUY	$48.39 - $52.91 $288,404 - $315,343	5,960 Added 9.19%	70,845 $7.38 Million
Q1 2021 May 10, 2021	BUY	$43.89 - $52.63 $90,062 - $107,996	2,052 Added 3.27%	64,885 $6.47 Million
Q4 2020 Feb 16, 2021	BUY	$34.66 - $45.17 $127,826 - $166,586	3,688 Added 6.24%	62,833 $5.59 Million
Q3 2020 Oct 26, 2020	BUY	$32.09 - $36.38 $237,979 - $269,794	7,416 Added 14.34%	59,145 $4.04 Million
Q2 2020 Jul 13, 2020	SELL	$23.59 - $35.22 $305,632 - $456,310	-12,956 Reduced 20.03%	51,729 $3.38 Million
Q1 2020 Apr 16, 2020	BUY	$22.29 - $38.7 $502,505 - $872,452	22,544 Added 53.5%	64,685 $3.33 Million
Q4 2019 Jan 17, 2020	BUY	$33.63 - $38.03 $47,048 - $53,203	1,399 Added 3.43%	42,141 $3.19 Million
Q3 2019 Oct 17, 2019	BUY	$34.78 - $36.12 $69,907 - $72,601	2,010 Added 5.19%	40,742 $2.84 Million
Q2 2019 Jul 17, 2019	BUY	N/A	3,565 Added 10.14%	38,732 $2.77 Million
Q1 2019 Apr 26, 2019	BUY	N/A	13,732 Added 64.06%	35,167 $2.46 Million
Q4 2018 Jan 18, 2019	BUY	N/A	21,435 New	21,435 $1.3 Million

Others Institutions Holding SCHA

# of Institutions

1,244

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
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Strategic Family Wealth Counselors, L.L.C. Schwab Strategic Tr Us Small C Transaction History