Strategic Wealth Advisors Group, LLC Schwab Strategic Tr Us Small C Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 16,149 shares of SCHA stock, worth $434,731. This represents 0.03% of its overall portfolio holdings.

Number of Shares

16,149

Previous 15,659 3.13%

Holding current value

$434,731

Previous $622,000 1.93%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$37.65 - $45.9 $18,448 - $22,491	490 Added 3.13%	16,149 $610,000
Q2 2022 Aug 12, 2022	BUY	$37.88 - $48.01 $1,060 - $1,344	28 Added 0.18%	15,659 $622,000
Q1 2022 May 10, 2022	BUY	$44.42 - $51.73 $694,329 - $808,591	15,631 New	15,631 $744,000
Q2 2020 Aug 03, 2020	SELL	$23.59 - $35.22 $262,886 - $392,491	-11,144 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$22.29 - $38.7 $149,164 - $258,980	-6,692 Reduced 37.52%	11,144 $544,000
Q4 2019 Feb 10, 2020	SELL	$33.63 - $38.03 $453,769 - $513,138	-13,493 Reduced 43.07%	17,836 $1.35 Million
Q3 2019 Nov 04, 2019	SELL	$34.78 - $36.12 $107,296 - $111,430	-3,085 Reduced 8.96%	31,329 $2.15 Million
Q2 2019 Aug 13, 2019	BUY	N/A	15,388 Added 80.88%	34,414 $2.47 Million
Q1 2019 May 02, 2019	SELL	N/A	-502 Reduced 2.57%	19,026 $0
Q4 2018 Feb 12, 2019	BUY	N/A	4,586 Added 30.69%	19,528 $1.25 Million
Q3 2018 Nov 07, 2018	BUY	N/A	14,942 New	14,942 $1.14 Million

Others Institutions Holding SCHA

# of Institutions

1,158

Shares Held

165M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Strategic Wealth Advisors Group, LLC Schwab Strategic Tr Us Small C Transaction History