Luminvest Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Luminvest Wealth Management LLC

  • $248 Billion
  • Q4 2024

A detailed history of Luminvest Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 26,794 shares of SCHA stock, worth $715,131. This represents 0.28% of its overall portfolio holdings.

Number of Shares
26,794
Previous 12,888 107.9%
Holding current value
$715,131
Previous $664 Million 4.4%
% of portfolio
0.28%
Previous 0.28%

Shares

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

Jan 28, 2025
BUY
$25.33 - $51.16 $352,238 - $711,430
13,906 Added 107.9%
26,794 $693 Million
Q4 2023

Oct 30, 2024
BUY
$38.13 - $48.02 $491,419 - $618,881
12,888 New
12,888 $609 Million

Others Institutions Holding SCHA

# of Institutions
1,168
Shares Held
190M
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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