Private Client Services, LLC Schwab Strategic Tr Us Small C Transaction History

Private Client Services, LLC

  • $186 Billion
  • Q4 2024

A detailed history of Private Client Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Private Client Services, LLC holds 10,419 shares of SCHA stock, worth $277,145. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,419
Previous 5,199 100.4%
Holding current value
$277,145
Previous $268 Million 0.62%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 08, 2025
BUY
$25.33 - $51.16 $132,222 - $267,055
5,220 Added 100.4%
10,419 $269 Million
Q3 2024

Oct 03, 2024
BUY
$46.9 - $51.96 $243,833 - $270,140
5,199 New
5,199 $268 Million

Others Institutions Holding SCHA

# of Institutions
1,235
Shares Held
270M
Call Options Held
64.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email