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 $984,911. This represents 0.79% of its overall portfolio holdings.

Number of Shares
37,279
Previous 37,972 1.83%
Holding current value
$984,911
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
1,147
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 Whelan Financial Portfolio

Follow Whelan Financial 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 Whelan Financial, based on Form 13F filings with the SEC.

News

Stay updated on Whelan Financial with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email