Fonville Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fonville Wealth Management LLC holds 26,909 shares of SCHA stock, worth $700,172. This represents 0.48% of its overall portfolio holdings.

Number of Shares
26,909
Previous 28,959 7.08%
Holding current value
$700,172
Previous $1.38 Billion 0.54%
% of portfolio
0.48%
Previous 0.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$46.9 - $51.96 $96,145 - $106,518
-2,050 Reduced 7.08%
26,909 $1.39 Billion
Q2 2024

Jul 30, 2024
SELL
$45.24 - $49.04 $98,442 - $106,711
-2,176 Reduced 6.99%
28,959 $1.38 Billion
Q1 2024

Apr 26, 2024
BUY
$44.84 - $49.24 $493 - $541
11 Added 0.04%
31,135 $1.53 Billion
Q4 2023

Jan 31, 2024
BUY
$38.13 - $48.02 $1.19 Million - $1.49 Million
31,124 New
31,124 $1.47 Billion

Others Institutions Holding SCHA

# of Institutions
1,147
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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