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

United Advisor Group, LLC

  • $422 Million
  • Q3 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 7,375 shares of SCHA stock, worth $207,385. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,375
Previous 13,064 43.55%
Holding current value
$207,385
Previous $619,000 38.77%
% of portfolio
0.09%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,146
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
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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