Jpl Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Jpl Wealth Management, LLC

$255 Billion
Q1 2025

A detailed history of Jpl Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 91,540 shares of SCHA stock, worth $2.21 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

91,540

Previous 20,732 341.54%

Holding current value

$2.21 Million

Previous $536 Million 740.75%

% of portfolio

1.76%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$23.16 - $27.04 $1.75 Million - $2.05 Million	-75,656 Reduced 82.65%	15,884 $372 Million
Q1 2025 May 06, 2025	BUY	$23.16 - $27.04 $1.64 Million - $1.91 Million	70,808 Added 341.54%	91,540 $4.51 Billion
Q4 2024 Feb 10, 2025	SELL	$25.33 - $51.16 $1.34 Million - $2.71 Million	-53,004 Reduced 71.88%	20,732 $536 Million
Q2 2024 Jul 31, 2024	BUY	$45.24 - $49.04 $417,339 - $452,394	9,225 Added 14.3%	73,736 $3.5 Billion
Q1 2024 May 10, 2024	BUY	$44.84 - $49.24 $524,493 - $575,960	11,697 Added 22.15%	64,511 $3.18 Billion
Q4 2023 Feb 09, 2024	BUY	$38.13 - $48.02 $2.01 Million - $2.54 Million	52,814 New	52,814 $2.49 Billion

Others Institutions Holding SCHA

# of Institutions

1,258

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Jpl Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History