United Capital Financial Advisers, LLC Schwab Strategic Tr Us Small C Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 186,927 shares of SCHA stock, worth $4.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
186,927
Previous 196,666 4.95%
Holding current value
$4.9 Million
Previous $9.33 Million 3.16%
% of portfolio
0.05%
Previous 0.08%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$46.9 - $51.96 $456,759 - $506,038
-9,739 Reduced 4.95%
186,927 $9.63 Million
Q2 2024

Aug 14, 2024
SELL
$45.24 - $49.04 $1.16 Million - $1.25 Million
-25,544 Reduced 11.5%
196,666 $9.33 Million
Q1 2024

May 15, 2024
SELL
$44.84 - $49.24 $4.47 Million - $4.9 Million
-99,599 Reduced 30.95%
222,210 $10.9 Million
Q4 2023

Feb 14, 2024
SELL
$38.13 - $48.02 $23.7 Million - $29.8 Million
-621,127 Reduced 65.87%
321,809 $15.2 Million
Q3 2023

Nov 14, 2023
SELL
$40.85 - $46.1 $593,182 - $669,418
-14,521 Reduced 1.52%
942,936 $39.1 Million
Q2 2023

Aug 14, 2023
BUY
$39.91 - $43.82 $197,075 - $216,383
4,938 Added 0.52%
957,457 $41.9 Million
Q1 2023

Aug 14, 2023
SELL
$39.82 - $46.36 $196,631 - $228,925
-4,938 Reduced 0.52%
952,519 $39.9 Million
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $251,224 - $292,485
-6,309 Reduced 0.66%
952,519 $39.9 Million
Q4 2022

Feb 14, 2023
SELL
$38.25 - $43.54 $642,026 - $730,818
-16,785 Reduced 1.72%
958,828 $38.8 Million
Q3 2022

Nov 14, 2022
SELL
$37.65 - $45.9 $763,504 - $930,806
-20,279 Reduced 2.04%
975,613 $36.9 Million
Q2 2022

Aug 11, 2022
SELL
$37.88 - $48.01 $290,994 - $368,812
-7,682 Reduced 0.77%
995,892 $38.8 Million
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $22.4 Million - $26.1 Million
503,962 Added 100.87%
1,003,574 $47.5 Million
Q4 2021

Feb 14, 2022
BUY
$48.64 - $55.07 $298,649 - $338,129
6,140 Added 1.24%
499,612 $51.2 Million
Q3 2021

Nov 15, 2021
BUY
$48.3 - $52.49 $524,586 - $570,093
10,861 Added 2.25%
493,472 $49.4 Million
Q2 2021

Aug 13, 2021
BUY
$48.39 - $52.91 $379,813 - $415,290
7,849 Added 1.65%
482,611 $50.3 Million
Q1 2021

May 14, 2021
BUY
$43.89 - $52.63 $218,133 - $261,571
4,970 Added 1.06%
474,762 $47.3 Million
Q4 2020

Feb 17, 2021
SELL
$34.66 - $45.17 $131,846 - $171,826
-3,804 Reduced 0.8%
469,792 $41.8 Million
Q3 2020

Nov 13, 2020
BUY
$32.09 - $36.38 $1.21 Million - $1.37 Million
37,678 Added 8.64%
473,596 $32.4 Million
Q2 2020

Aug 13, 2020
BUY
$23.59 - $35.22 $360,691 - $538,513
15,290 Added 3.64%
435,918 $28.5 Million
Q1 2020

May 15, 2020
BUY
$22.29 - $38.7 $461,781 - $801,747
20,717 Added 5.18%
420,628 $21.7 Million
Q4 2019

Feb 14, 2020
BUY
$33.63 - $38.03 $223,269 - $252,481
6,639 Added 1.69%
399,911 $30.2 Million
Q3 2019

Nov 14, 2019
BUY
$34.78 - $36.12 $259,806 - $269,816
7,470 Added 1.94%
393,272 $27.4 Million
Q2 2019

Aug 13, 2019
BUY
N/A
10,075 Added 2.68%
385,802 $27.6 Million
Q1 2019

May 14, 2019
BUY
N/A
25,467 Added 7.27%
375,727 $26.3 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-378 Reduced 0.11%
350,260 $21.3 Million
Q3 2018

Nov 14, 2018
BUY
N/A
6,385 Added 1.85%
350,638 $26.7 Million
Q2 2018

Aug 14, 2018
BUY
N/A
8,721 Added 2.6%
344,253 $25.3 Million
Q1 2018

May 15, 2018
BUY
N/A
3,966 Added 1.2%
335,532 $23.2 Million
Q4 2017

Feb 13, 2018
BUY
N/A
5,177 Added 1.59%
331,566 $23.1 Million
Q3 2017

Nov 14, 2017
BUY
N/A
45,163 Added 16.06%
326,389 $22 Million
Q2 2017

Aug 14, 2017
BUY
N/A
281,226
281,226 $18 Million

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
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