U.S. Capital Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 26,256 shares of SCHA stock, worth $698,409. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,256
Previous 6,487 304.75%
Holding current value
$698,409
Previous $334,000 102.99%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 24, 2025
BUY
$25.33 - $51.16 $500,748 - $1.01 Million
19,769 Added 304.75%
26,256 $678,000
Q3 2024

Oct 22, 2024
BUY
$46.9 - $51.96 $1,453 - $1,610
31 Added 0.48%
6,487 $334,000
Q2 2024

Jul 11, 2024
SELL
$45.24 - $49.04 $52,659 - $57,082
-1,164 Reduced 15.28%
6,456 $306,000
Q1 2024

May 10, 2024
SELL
$44.84 - $49.24 $5,291 - $5,810
-118 Reduced 1.52%
7,620 $375,000
Q4 2023

Feb 06, 2024
BUY
$38.13 - $48.02 $18,111 - $22,809
475 Added 6.54%
7,738 $365,000
Q3 2023

Oct 19, 2023
BUY
$40.85 - $46.1 $30,637 - $34,575
750 Added 11.52%
7,263 $300,000
Q2 2023

Aug 04, 2023
BUY
$39.91 - $43.82 $15,764 - $17,308
395 Added 6.46%
6,513 $285,000
Q1 2023

May 11, 2023
SELL
$39.82 - $46.36 $15,808 - $18,404
-397 Reduced 6.09%
6,118 $256,000
Q4 2022

Feb 03, 2023
SELL
$38.25 - $43.54 $267 - $304
-7 Reduced 0.11%
6,515 $263,000
Q3 2022

Nov 01, 2022
BUY
$37.65 - $45.9 $15,172 - $18,497
403 Added 6.59%
6,522 $247,000
Q2 2022

Aug 12, 2022
BUY
$37.88 - $48.01 $231,787 - $293,773
6,119 New
6,119 $239,000

Others Institutions Holding SCHA

# of Institutions
1,237
Shares Held
271M
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 U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth 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 U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email