Whelan Financial Schwab Strategic Tr Us Small C Transaction History

Whelan Financial

  • $243 Million
  • Q3 2024

A detailed history of Whelan Financial transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Whelan Financial holds 37,279 shares of SCHA stock, worth $996,467. This represents 0.79% of its overall portfolio holdings.

Number of Shares
37,279
Previous 37,972 1.83%
Holding current value
$996,467
Previous $1.8 Million 6.55%
% of portfolio
0.79%
Previous 0.8%

Shares

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

Oct 28, 2024
SELL
$46.9 - $51.96 $32,501 - $36,008
-693 Reduced 1.83%
37,279 $1.92 Million
Q2 2024

Jul 29, 2024
SELL
$45.24 - $49.04 $633 - $686
-14 Reduced 0.04%
37,972 $1.8 Million
Q1 2024

Apr 19, 2024
SELL
$44.84 - $49.24 $39,593 - $43,478
-883 Reduced 2.27%
37,986 $1.87 Million
Q4 2023

Jan 18, 2024
BUY
$38.13 - $48.02 $1,372 - $1,728
36 Added 0.09%
38,869 $1.84 Million
Q3 2023

Oct 20, 2023
SELL
$40.85 - $46.1 $101,308 - $114,328
-2,480 Reduced 6.0%
38,833 $1.61 Million
Q2 2023

Jul 18, 2023
SELL
$39.91 - $43.82 $3,951 - $4,338
-99 Reduced 0.24%
41,313 $1.81 Million
Q1 2023

May 22, 2023
SELL
$39.82 - $46.36 $358,579 - $417,471
-9,005 Reduced 17.86%
41,412 $1.74 Million
Q4 2022

Jan 17, 2023
BUY
$38.25 - $43.54 $320,420 - $364,734
8,377 Added 19.93%
50,417 $0
Q3 2022

Oct 18, 2022
SELL
$37.65 - $45.9 $661,811 - $806,830
-17,578 Reduced 29.48%
42,040 $1.59 Million
Q2 2022

Jul 18, 2022
BUY
$37.88 - $48.01 $1.35 Million - $1.71 Million
35,529 Added 147.49%
59,618 $2.32 Million
Q1 2022

Apr 19, 2022
BUY
$44.42 - $51.73 $617,438 - $719,047
13,900 Added 136.42%
24,089 $1.14 Million
Q4 2021

Jan 19, 2022
BUY
$48.64 - $55.07 $1,361 - $1,541
28 Added 0.28%
10,189 $1.04 Million
Q3 2021

Nov 29, 2021
BUY
$48.3 - $52.49 $490,776 - $533,350
10,161 New
10,161 $1.02 Million

Others Institutions Holding SCHA

# of Institutions
1,161
Shares Held
169M
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
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More about SCHA
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