Cooksen Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Cooksen Wealth, LLC

  • $109 Billion
  • Q4 2024

A detailed history of Cooksen Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cooksen Wealth, LLC holds 20,586 shares of SCHA stock, worth $554,586. This represents 0.49% of its overall portfolio holdings.

Number of Shares
20,586
Previous 11,968 72.01%
Holding current value
$554,586
Previous $616 Million 13.63%
% of portfolio
0.49%
Previous 0.58%

Shares

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

Jan 31, 2025
BUY
$25.33 - $51.16 $218,293 - $440,896
8,618 Added 72.01%
20,586 $532 Million
Q3 2024

Oct 23, 2024
SELL
$46.9 - $51.96 $48,682 - $53,934
-1,038 Reduced 7.98%
11,968 $616 Million
Q2 2024

Jul 25, 2024
SELL
$45.24 - $49.04 $16,060 - $17,409
-355 Reduced 2.66%
13,006 $617 Million
Q1 2024

Apr 15, 2024
SELL
$44.84 - $49.24 $8,295 - $9,109
-185 Reduced 1.37%
13,361 $658 Million
Q4 2023

Mar 21, 2024
BUY
$38.13 - $48.02 $516,508 - $650,478
13,546 New
13,546 $640 Million

Others Institutions Holding SCHA

# of Institutions
1,171
Shares Held
195M
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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