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 6,906 shares of SCHA stock, worth $194,196. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,906
Previous 6,906 -0.0%
Holding current value
$194,196
Previous $328 Million 8.54%
% of portfolio
0.08%
Previous 0.08%

Shares

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

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Sierra Summit Advisors LLC Portfolio

Follow Sierra Summit 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 Sierra Summit Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sierra Summit Advisors LLC with notifications on news.