Sierra Summit Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Sierra Summit Advisors LLC

  • $498 Billion
  • Q4 2024

A detailed history of Sierra Summit Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 14,277 shares of SCHA stock, worth $380,053. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,277
Previous 6,906 106.73%
Holding current value
$380,053
Previous $356 Million 3.81%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Feb 13, 2025
BUY
$25.33 - $51.16 $186,707 - $377,100
7,371 Added 106.73%
14,277 $369 Million
Q2 2024

Aug 09, 2024
SELL
$45.24 - $49.04 $23,931 - $25,942
-529 Reduced 7.11%
6,906 $328 Million
Q1 2024

May 09, 2024
BUY
$44.84 - $49.24 $28,652 - $31,464
639 Added 9.4%
7,435 $366 Million
Q4 2023

Feb 22, 2024
BUY
$38.13 - $48.02 $259,131 - $326,343
6,796 New
6,796 $321 Million

Others Institutions Holding SCHA

# of Institutions
1,225
Shares Held
236M
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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