United Advisor Group, LLC Schwab Strategic Tr Us Small C Transaction History

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, United Advisor Group, LLC holds 46,692 shares of SCHA stock, worth $1.13 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
46,692
Previous 7,375 533.11%
Holding current value
$1.13 Million
Previous $379,000 218.47%
% of portfolio
0.25%
Previous 0.09%

Shares

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

Feb 24, 2025
BUY
$25.33 - $51.16 $995,899 - $2.01 Million
39,317 Added 533.11%
46,692 $1.21 Million
Q3 2024

Oct 30, 2024
SELL
$46.9 - $51.96 $266,814 - $295,600
-5,689 Reduced 43.55%
7,375 $379,000
Q2 2024

Aug 08, 2024
SELL
$45.24 - $49.04 $150,242 - $162,861
-3,321 Reduced 20.27%
13,064 $619,000
Q1 2024

May 14, 2024
SELL
$44.84 - $49.24 $882,406 - $968,993
-19,679 Reduced 54.57%
16,385 $806,000
Q4 2023

Feb 15, 2024
BUY
$38.13 - $48.02 $1.38 Million - $1.73 Million
36,064 New
36,064 $1.7 Million

Others Institutions Holding SCHA

# of Institutions
1,249
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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email