Ima Wealth, Inc. Schwab Strategic Tr Us Small C Transaction History

Ima Wealth, Inc.

  • $222 Million
  • Q2 2024

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$45.24 - $49.04 $9.44 Million - $10.2 Million
208,669 New
208,669 $9.9 Million
Q3 2023

Nov 28, 2023
BUY
$40.85 - $46.1 $658,461 - $743,085
16,119 Added 8.87%
197,839 $8.19 Million
Q2 2023

Aug 15, 2023
BUY
$39.91 - $43.82 $82,094 - $90,137
2,057 Added 1.14%
181,720 $7.96 Million
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $51,327 - $59,758
-1,289 Reduced 0.71%
179,663 $7.53 Million
Q4 2022

Feb 15, 2023
BUY
$38.25 - $43.54 $219,555 - $249,919
5,740 Added 3.28%
180,952 $7.33 Million
Q3 2022

Nov 15, 2022
BUY
$37.65 - $45.9 $3,388 - $4,131
90 Added 0.05%
175,212 $6.62 Million
Q2 2022

Aug 18, 2022
BUY
$37.88 - $48.01 $368,799 - $467,425
9,736 Added 5.89%
175,122 $6.83 Million
Q1 2022

Jun 13, 2022
BUY
$44.42 - $51.73 $3.88 Million - $4.52 Million
87,303 Added 111.81%
165,386 $7.83 Million
Q4 2021

Feb 14, 2022
BUY
$48.64 - $55.07 $194,219 - $219,894
3,993 Added 5.39%
78,083 $8 Million
Q3 2021

Nov 03, 2021
BUY
$48.3 - $52.49 $18,305 - $19,893
379 Added 0.51%
74,090 $7.42 Million
Q2 2021

Aug 13, 2021
SELL
$48.39 - $52.91 $31,840 - $34,814
-658 Reduced 0.88%
73,711 $7.68 Million
Q1 2021

May 13, 2021
SELL
$43.89 - $52.63 $189,209 - $226,887
-4,311 Reduced 5.48%
74,369 $7.41 Million
Q4 2020

Feb 08, 2021
SELL
$34.66 - $45.17 $6,169 - $8,040
-178 Reduced 0.23%
78,680 $7 Million
Q3 2020

Nov 16, 2020
SELL
$32.09 - $36.38 $85,872 - $97,352
-2,676 Reduced 3.28%
78,858 $5.39 Million
Q2 2020

Aug 13, 2020
BUY
$23.59 - $35.22 $794,157 - $1.19 Million
33,665 Added 70.33%
81,534 $5.33 Million
Q1 2020

Apr 14, 2020
BUY
$22.29 - $38.7 $189,977 - $329,840
8,523 Added 21.66%
47,869 $2.47 Million
Q4 2019

Feb 24, 2020
BUY
$33.63 - $38.03 $47,586 - $53,812
1,415 Added 3.73%
39,346 $2.98 Million
Q3 2019

Oct 29, 2019
BUY
$34.78 - $36.12 $31,232 - $32,435
898 Added 2.42%
37,931 $2.65 Million
Q2 2019

Jul 19, 2019
BUY
N/A
2,157 Added 6.18%
37,033 $2.65 Million
Q1 2019

May 09, 2019
BUY
N/A
733 Added 2.15%
34,876 $2.44 Million
Q4 2018

Jan 15, 2019
BUY
N/A
8,392 Added 32.59%
34,143 $2.07 Million
Q3 2018

Oct 18, 2018
SELL
N/A
-1,026 Reduced 3.83%
25,751 $1.96 Million
Q2 2018

Aug 01, 2018
BUY
N/A
1,903 Added 7.65%
26,777 $1.97 Million
Q1 2018

Apr 20, 2018
BUY
N/A
683 Added 2.82%
24,874 $1.72 Million
Q4 2017

Feb 05, 2018
BUY
N/A
24,191
24,191 $1.69 Million

Others Institutions Holding SCHA

# of Institutions
1,133
Shares Held
234M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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