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

Cooksen Wealth, LLC

  • $107 Billion
  • Q3 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 11,968 shares of SCHA stock, worth $316,194. This represents 0.58% of its overall portfolio holdings.

Number of Shares
11,968
Previous 13,006 7.98%
Holding current value
$316,194
Previous $617 Million 0.13%
% of portfolio
0.58%
Previous 0.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
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
Track This Portfolio

Track Cooksen Wealth, LLC Portfolio

Follow Cooksen Wealth, 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 Cooksen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cooksen Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email