A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 187 shares of SCHA stock, worth $5,009. This represents 0.0% of its overall portfolio holdings.

Number of Shares
187
Previous 94 98.94%
Holding current value
$5,009
Previous $4.82 Million 0.21%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 22, 2025

BUY
$25.33 - $51.16 $2,355 - $4,757
93 Added 98.94%
187 $4.83 Million
Q3 2024

Oct 28, 2024

BUY
$46.9 - $51.96 $3,470 - $3,845
74 Added 370.0%
94 $4.82 Million
Q4 2023

Jan 05, 2024

BUY
$38.13 - $48.02 $762 - $960
20 New
20 $838,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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