Wetherby Asset Management Inc Schwab Strategic Tr Us Small C Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wetherby Asset Management Inc holds 5,333 shares of SCHA stock, worth $138,871. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,333
Previous 6,865 22.32%
Holding current value
$138,871
Previous $325,000 15.69%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2024
SELL
$46.9 - $51.96 $71,850 - $79,602
-1,532 Reduced 22.32%
5,333 $274,000
Q1 2024

May 15, 2024
BUY
$44.84 - $49.24 $13,945 - $15,313
311 Added 4.75%
6,865 $338,000
Q4 2023

Feb 14, 2024
SELL
$38.13 - $48.02 $168,763 - $212,536
-4,426 Reduced 40.31%
6,554 $309,000
Q3 2023

Nov 14, 2023
BUY
$40.85 - $46.1 $21,977 - $24,801
538 Added 5.15%
10,980 $454,000
Q2 2023

Aug 14, 2023
BUY
$39.91 - $43.82 $416,740 - $457,568
10,442 New
10,442 $457,000
Q1 2022

May 16, 2022
SELL
$44.42 - $51.73 $88,840 - $103,460
-2,000 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$48.64 - $55.07 $18,726 - $21,201
-385 Reduced 16.14%
2,000 $205,000
Q3 2021

Nov 15, 2021
BUY
$48.3 - $52.49 $96 - $104
2 Added 0.08%
2,385 $239,000
Q2 2021

Aug 16, 2021
BUY
$48.39 - $52.91 $115,313 - $126,084
2,383 New
2,383 $248,000
Q1 2021

May 14, 2021
SELL
$43.89 - $52.63 $104,940 - $125,838
-2,391 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$34.66 - $45.17 $82,872 - $108,001
2,391 New
2,391 $213,000

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
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc 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 Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email