Trifecta Capital Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Trifecta Capital Advisors, LLC

  • $477 Billion
  • Q1 2025

A detailed history of Trifecta Capital Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 326 shares of SCHA stock, worth $7,145. This represents 0.0% of its overall portfolio holdings.

Number of Shares
326
Previous 326 -0.0%
Holding current value
$7,145
Previous $8.44 Million 9.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 04, 2025
BUY
$25.33 - $51.16 $4,128 - $8,339
163 Added 100.0%
326 $8.44 Million
Q1 2024

Apr 16, 2024
BUY
$44.84 - $49.24 $4,484 - $4,924
100 Added 158.73%
163 $8.05 Million
Q1 2023

May 09, 2023
SELL
$39.82 - $46.36 $2,309 - $2,688
-58 Reduced 47.93%
63 $2.66 Million
Q4 2022

Jan 17, 2023
BUY
$38.25 - $43.54 $4,628 - $5,268
121 New
121 $4.92 Million

Others Institutions Holding SCHA

# of Institutions
1,263
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 Trifecta Capital Advisors, LLC Portfolio

Follow Trifecta Capital Advisors, 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 Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email