Valued Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 187 shares of SCHA stock, worth $4,725. This represents 0.0% of its overall portfolio holdings.

Number of Shares
187
Previous 94 98.94%
Holding current value
$4,725
Previous $4.82 Million 0.21%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 22, 2025
BUY
$25.33 - $51.16 $2,355 - $4,757
93 Added 98.94%
187 $4.83 Million
Q3 2024

Oct 28, 2024
BUY
$46.9 - $51.96 $3,470 - $3,845
74 Added 370.0%
94 $4.82 Million
Q4 2023

Jan 05, 2024
BUY
$38.13 - $48.02 $762 - $960
20 New
20 $838,000

Others Institutions Holding SCHA

# of Institutions
1,248
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 Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth 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 Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email