Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 30,489 shares of SCHA stock, worth $715,881. This represents 0.07% of its overall portfolio holdings.

Number of Shares

30,489

Previous 15,726 93.88%

Holding current value

$715,881

Previous $809,000 2.6%

% of portfolio

0.07%

Previous 0.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$25.33 - $51.16 $373,946 - $755,275	14,763 Added 93.88%	30,489 $788,000
Q3 2024 Oct 22, 2024	BUY	$46.9 - $51.96 $33,861 - $37,515	722 Added 4.81%	15,726 $809,000
Q2 2024 Aug 01, 2024	SELL	$45.24 - $49.04 $23,524 - $25,500	-520 Reduced 3.35%	15,004 $711,000
Q1 2024 Aug 14, 2024	BUY	$44.84 - $49.24 $23,316 - $25,604	520 Added 3.47%	15,524 $764,000
Q1 2024 Apr 26, 2024	SELL	$44.84 - $49.24 $60,803 - $66,769	-1,356 Reduced 8.03%	15,524 $764,000
Q4 2023 Jan 29, 2024	SELL	$38.13 - $48.02 $104,628 - $131,766	-2,744 Reduced 13.98%	16,880 $797,000
Q3 2023 Oct 23, 2023	SELL	$40.85 - $46.1 $18,586 - $20,975	-455 Reduced 2.27%	19,624 $812,000
Q2 2023 Aug 10, 2023	BUY	$39.91 - $43.82 $2,394 - $2,629	60 Added 0.3%	20,079 $879,000
Q1 2023 May 08, 2023	SELL	$39.82 - $46.36 $2.41 Million - $2.81 Million	-60,538 Reduced 75.15%	20,019 $839,000
Q4 2022 Jan 12, 2023	SELL	$38.25 - $43.54 $47,124 - $53,641	-1,232 Reduced 1.51%	80,557 $0
Q3 2022 Nov 03, 2022	SELL	$37.65 - $45.9 $385,046 - $469,419	-10,227 Reduced 11.11%	81,789 $3.09 Million
Q2 2022 Jul 14, 2022	SELL	$37.88 - $48.01 $627,330 - $795,093	-16,561 Reduced 15.25%	92,016 $3.59 Million
Q1 2022 Apr 14, 2022	BUY	$44.42 - $51.73 $2.47 Million - $2.88 Million	55,665 Added 105.2%	108,577 $5.14 Million
Q4 2021 Jan 18, 2022	BUY	$48.64 - $55.07 $143,244 - $162,181	2,945 Added 5.89%	52,912 $5.42 Million
Q3 2021 Oct 28, 2021	BUY	$48.3 - $52.49 $143,692 - $156,157	2,975 Added 6.33%	49,967 $5 Million
Q2 2021 Jul 15, 2021	BUY	$48.39 - $52.91 $149,379 - $163,333	3,087 Added 7.03%	46,992 $4.9 Million
Q1 2021 Apr 22, 2021	BUY	$43.89 - $52.63 $205,361 - $246,255	4,679 Added 11.93%	43,905 $4.49 Million
Q4 2020 Jan 21, 2021	BUY	$34.66 - $45.17 $80,723 - $105,200	2,329 Added 6.31%	39,226 $3.49 Million
Q3 2020 Nov 02, 2020	BUY	$32.09 - $36.38 $1.18 Million - $1.34 Million	36,897 New	36,897 $2.52 Million

Others Institutions Holding SCHA

# of Institutions

1,255

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

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Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History