Core Wealth Partners LLC Schwab Strategic Tr Us Small C Transaction History

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024

A detailed history of Core Wealth Partners LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Core Wealth Partners LLC holds 12,662 shares of SCHA stock, worth $324,273. This represents 0.19% of its overall portfolio holdings.

Number of Shares
12,662
Previous 5,224 142.38%
Holding current value
$324,273
Previous $269 Million 21.72%
% of portfolio
0.19%
Previous 0.16%

Shares

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

Feb 11, 2025
BUY
$25.33 - $51.16 $188,404 - $380,528
7,438 Added 142.38%
12,662 $327 Million
Q3 2024

Nov 04, 2024
BUY
$46.9 - $51.96 $245,005 - $271,439
5,224 New
5,224 $269 Million

Others Institutions Holding SCHA

# of Institutions
1,242
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
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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