West Coast Financial LLC Schwab Strategic Tr Us Small C Transaction History

West Coast Financial LLC

  • $874 Million
  • Q1 2025

A detailed history of West Coast Financial LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, West Coast Financial LLC holds 19,488 shares of SCHA stock, worth $457,578. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,488
Previous 19,488 -0.0%
Holding current value
$457,578
Previous $503,000 9.15%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 14, 2025
BUY
$25.33 - $51.16 $246,815 - $498,503
9,744 Added 100.0%
19,488 $503,000
Q3 2024

Oct 09, 2024
BUY
$46.9 - $51.96 $121,658 - $134,784
2,594 Added 36.28%
9,744 $501,000
Q1 2024

Apr 12, 2024
BUY
$44.84 - $49.24 $89,680 - $98,480
2,000 Added 38.83%
7,150 $352,000
Q2 2023

Aug 08, 2023
BUY
$39.91 - $43.82 $205,536 - $225,673
5,150 New
5,150 $225,000

Others Institutions Holding SCHA

# of Institutions
1,259
Shares Held
272M
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
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