Martel Wealth Advisors Inc Schwab Strategic Tr Us Small C Transaction History

Martel Wealth Advisors Inc

  • $489 Billion
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Oct 09, 2024
SELL
$39.82 - $46.36 $611,117 - $711,486
-15,347 Closed
0 $0
Q4 2022

Oct 09, 2024
SELL
$38.25 - $43.54 $1.85 Million - $2.11 Million
-48,389 Reduced 75.92%
15,347 $622 Million
Q3 2022

Oct 09, 2024
SELL
$37.65 - $45.9 $488,734 - $595,827
-12,981 Reduced 16.92%
63,736 $2.41 Billion
Q2 2022

Oct 09, 2024
SELL
$37.88 - $48.01 $592,443 - $750,876
-15,640 Reduced 16.93%
76,717 $3.05 Billion
Q1 2022

Oct 09, 2024
BUY
$44.42 - $51.73 $2.09 Million - $2.43 Million
47,003 Added 103.64%
92,357 $4.4 Billion
Q4 2021

Oct 09, 2024
SELL
$48.64 - $55.07 $17,607 - $19,935
-362 Reduced 0.79%
45,354 $4.53 Billion
Q3 2021

Oct 09, 2024
BUY
$48.3 - $52.49 $45,498 - $49,445
942 Added 2.1%
45,716 $4.57 Billion
Q2 2021

Oct 09, 2024
SELL
$48.39 - $52.91 $23,953 - $26,190
-495 Reduced 1.09%
44,774 $4.66 Billion
Q1 2021

Oct 09, 2024
SELL
$43.89 - $52.63 $283,661 - $340,147
-6,463 Reduced 12.49%
45,269 $4.63 Billion
Q4 2020

Oct 09, 2024
BUY
$34.66 - $45.17 $1.79 Million - $2.34 Million
51,732 New
51,732 $3.95 Billion
Q3 2020

Oct 18, 2024
SELL
$32.09 - $36.38 $120,979 - $137,152
-3,770 Reduced 5.84%
60,786 $4.15 Billion
Q2 2020

Oct 18, 2024
BUY
$23.59 - $35.22 $59,800 - $89,282
2,535 Added 4.09%
64,556 $4.22 Billion
Q1 2020

Oct 18, 2024
BUY
$22.29 - $38.7 $139,624 - $242,416
6,264 Added 11.23%
62,021 $3.2 Billion
Q4 2019

Oct 18, 2024
SELL
$33.63 - $38.03 $12,712 - $14,375
-378 Reduced 0.67%
55,757 $4.22 Billion
Q3 2019

Oct 18, 2024
BUY
$34.78 - $36.12 $2,886 - $2,997
83 Added 0.15%
56,135 $3.91 Billion
Q2 2019

Oct 18, 2024
BUY
N/A
1,406 Added 2.57%
56,052 $4.01 Billion
Q1 2019

Oct 18, 2024
SELL
N/A
-1,868 Reduced 3.31%
54,646 $3.82 Billion
Q4 2018

Oct 18, 2024
BUY
N/A
6,786 Added 13.65%
56,514 $3.43 Billion
Q3 2018

Oct 18, 2024
BUY
N/A
49,728 New
49,728 $3.79 Billion

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
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