Bip Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Bip Wealth, LLC

$1.47 Trillion
Q3 2024

A detailed history of Bip Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bip Wealth, LLC holds 8,041 shares of SCHA stock, worth $222,172. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,041

Previous 8,633 6.86%

Holding current value

$222,172

Previous $410 Million 1.09%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$46.9 - $51.96 $27,764 - $30,760	-592 Reduced 6.86%	8,041 $414 Million
Q2 2024 Aug 08, 2024	BUY	$45.24 - $49.04 $5,745 - $6,228	127 Added 1.49%	8,633 $410 Million
Q1 2024 May 08, 2024	SELL	$44.84 - $49.24 $47,082 - $51,702	-1,050 Reduced 10.99%	8,506 $419 Million
Q3 2023 Nov 09, 2023	SELL	$40.85 - $46.1 $53,431 - $60,298	-1,308 Reduced 12.04%	9,556 $396 Million
Q2 2023 Jul 27, 2023	SELL	$39.91 - $43.82 $10,855 - $11,919	-272 Reduced 2.44%	10,864 $476 Million
Q1 2023 May 10, 2023	BUY	$39.82 - $46.36 $443,435 - $516,264	11,136 New	11,136 $467 Million

Others Institutions Holding SCHA

# of Institutions

1,135

Shares Held

233M

Call Options Held

44.7K

Put Options Held

32.4K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

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