Wr Wealth Planners, LLC Schwab Strategic Tr Us Small C Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 55,375 shares of SCHA stock, worth $1.36 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

55,375

Previous 60,917 9.1%

Holding current value

$1.36 Million

Previous $3.14 Million 54.38%

% of portfolio

0.47%

Previous 0.9%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$25.33 - $51.16 $140,378 - $283,528	-5,542 Reduced 9.1%	55,375 $1.43 Million
Q3 2024 Oct 17, 2024	BUY	$46.9 - $51.96 $2.82 Million - $3.12 Million	60,142 Added 7760.26%	60,917 $3.14 Million
Q2 2024 Jul 31, 2024	SELL	$45.24 - $49.04 $16,331 - $17,703	-361 Reduced 31.78%	775 $36,000
Q1 2024 Jul 31, 2024	BUY	$44.84 - $49.24 $50,938 - $55,936	1,136 New	1,136 $55,000
Q3 2023 Aug 01, 2024	SELL	$40.85 - $46.1 $3,553 - $4,010	-87 Reduced 3.16%	2,669 $111 Million
Q2 2023 Aug 01, 2024	BUY	$39.91 - $43.82 $79,061 - $86,807	1,981 Added 255.61%	2,756 $121 Million
Q1 2023 Aug 01, 2024	BUY	$39.82 - $46.36 $96,882 - $112,793	2,433 Added 313.94%	3,208 $135 Million
Q4 2022 Oct 10, 2024	SELL	$38.25 - $43.54 $329,523 - $375,097	-8,615 Reduced 41.48%	12,153 $492 Million
Q3 2022 Oct 10, 2024	BUY	$37.65 - $45.9 $752,736 - $917,678	19,993 Added 2579.74%	20,768 $785 Million
Q2 2022 Oct 17, 2024	SELL	$37.88 - $48.01 $7,916 - $10,034	-209 Reduced 0.95%	21,900 $854 Million
Q1 2022 Oct 17, 2024	SELL	$44.42 - $51.73 $1.72 Million - $2.01 Million	-38,808 Reduced 63.71%	22,109 $1.05 Billion

Others Institutions Holding SCHA

# of Institutions

1,248

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Schwab Strategic Tr Us Small C Transaction History