Westmount Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Westmount Partners, LLC holds 28,503 shares of SCHA stock, worth $681,791. This represents 0.22% of its overall portfolio holdings.

Number of Shares

28,503

Previous 9,096 213.36%

Holding current value

$681,791

Previous $468 Million 57.35%

% of portfolio

0.22%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$25.33 - $51.16 $491,579 - $992,862	19,407 Added 213.36%	28,503 $737 Million
Q3 2024 Jan 13, 2025	BUY	$46.9 - $51.96 $426,602 - $472,628	9,096 New	9,096 $468 Million
Q2 2024 Jan 28, 2025	SELL	$45.24 - $49.04 $90,389 - $97,981	-1,998 Reduced 18.8%	8,632 $406 Million
Q1 2024 Jan 28, 2025	SELL	$44.84 - $49.24 $75,241 - $82,624	-1,678 Reduced 13.63%	10,630 $523 Million
Q3 2023 Jan 28, 2025	SELL	$40.85 - $46.1 $40 - $46	-1 Reduced 0.01%	12,308 $510 Million
Q2 2023 Jan 28, 2025	SELL	$39.91 - $43.82 $646,302 - $709,621	-16,194 Reduced 56.82%	12,309 $539 Million
Q1 2023 Jan 29, 2025	SELL	$39.82 - $46.36 $644,884 - $750,800	-16,195 Reduced 56.82%	12,308 $516 Million
Q4 2022 Jan 28, 2025	SELL	$38.25 - $43.54 $619,458 - $705,130	-16,195 Reduced 56.82%	12,308 $499 Million

Others Institutions Holding SCHA

# of Institutions

1,252

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

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Westmount Partners, LLC Schwab Strategic Tr Us Small C Transaction History