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

Perissos Private Wealth Management, LLC

  • $125 Billion
  • Q3 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 6,469 shares of SCHA stock, worth $180,226. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,469
Previous 7,805 17.12%
Holding current value
$180,226
Previous $370 Million 10.04%
% of portfolio
0.27%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$46.9 - $51.96 $62,658 - $69,418
-1,336 Reduced 17.12%
6,469 $333 Million
Q2 2024

Aug 09, 2024
SELL
$45.24 - $49.04 $107,580 - $116,617
-2,378 Reduced 23.35%
7,805 $370 Million
Q1 2024

May 14, 2024
BUY
$44.84 - $49.24 $456,605 - $501,410
10,183 New
10,183 $501 Million

Others Institutions Holding SCHA

# of Institutions
1,144
Shares Held
146M
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 Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, 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 Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email