Wisconsin Capital Management LLC Schwab Strategic Tr Us Small C Transaction History

Wisconsin Capital Management LLC

  • $179 Million
  • Q4 2024

A detailed history of Wisconsin Capital Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wisconsin Capital Management LLC holds 44,000 shares of SCHA stock, worth $1.07 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
44,000
Previous 22,000 100.0%
Holding current value
$1.07 Million
Previous $1.13 Million 0.35%
% of portfolio
0.64%
Previous 0.6%

Shares

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

Feb 12, 2025
BUY
$25.33 - $51.16 $557,260 - $1.13 Million
22,000 Added 100.0%
44,000 $1.14 Million
Q3 2024

Oct 30, 2024
SELL
$46.9 - $51.96 $234,500 - $259,800
-5,000 Reduced 18.52%
22,000 $1.13 Million
Q1 2023

Apr 28, 2023
SELL
$39.82 - $46.36 $199,100 - $231,800
-5,000 Reduced 15.63%
27,000 $1.13 Million
Q1 2022

May 12, 2022
BUY
$44.42 - $51.73 $710,720 - $827,680
16,000 Added 100.0%
32,000 $1.52 Million
Q4 2020

Feb 10, 2021
BUY
$34.66 - $45.17 $69,320 - $90,340
2,000 Added 14.29%
16,000 $1.42 Million
Q2 2020

Aug 10, 2020
BUY
$23.59 - $35.22 $54,257 - $81,006
2,300 Added 19.66%
14,000 $915,000
Q1 2020

May 11, 2020
SELL
$22.29 - $38.7 $104,763 - $181,890
-4,700 Reduced 28.66%
11,700 $0
Q4 2019

Feb 10, 2020
BUY
$33.63 - $38.03 $129,475 - $146,415
3,850 Added 30.68%
16,400 $1.24 Million
Q3 2019

Nov 12, 2019
SELL
$34.78 - $36.12 $79,994 - $83,076
-2,300 Reduced 15.49%
12,550 $0
Q2 2019

Aug 12, 2019
BUY
N/A
5,850 Added 65.0%
14,850 $1.06 Million
Q4 2018

Feb 12, 2019
BUY
N/A
9,000 New
9,000 $546,000

Others Institutions Holding SCHA

# of Institutions
1,252
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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  • Ticker SCHA
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