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

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 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 15,726 shares of SCHA stock, worth $412,178. This represents 0.07% of its overall portfolio holdings.

Number of Shares

15,726

Previous 15,004 4.81%

Holding current value

$412,178

Previous $711,000 13.78%

% of portfolio

0.07%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

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 Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.

Account

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