A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cwc Advisors, Llc. holds 19,676 shares of SCHA stock, worth $447,432. This represents 0.26% of its overall portfolio holdings.

Number of Shares
19,676
Previous 19,730 0.27%
Holding current value
$447,432
Previous $510 Million 9.64%
% of portfolio
0.26%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

SELL
$23.16 - $27.04 $1,250 - $1,460
-54 Reduced 0.27%
19,676 $461 Million
Q4 2024

Mar 18, 2025

BUY
$25.33 - $51.16 $251,780 - $508,530
9,940 Added 101.53%
19,730 $510 Million
Q3 2024

Oct 23, 2024

BUY
$46.9 - $51.96 $459,151 - $508,688
9,790 New
9,790 $504 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Cwc Advisors, Llc. Portfolio

Follow Cwc Advisors, 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 Cwc Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Cwc Advisors, Llc. with notifications on news.