Adams Wealth Management Schwab Strategic Tr Us Small C Transaction History

Adams Wealth Management

  • $383 Million
  • Q1 2024

A detailed history of Adams Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Adams Wealth Management holds 66,389 shares of SCHA stock, worth $3.15 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
66,389
Previous 65,165 1.88%
Holding current value
$3.15 Million
Previous $3.08 Million 6.17%
% of portfolio
0.85%
Previous 0.95%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$44.84 - $49.24 $54,884 - $60,269
1,224 Added 1.88%
66,389 $3.27 Million
Q4 2023

Feb 12, 2024
BUY
$38.13 - $48.02 $2.48 Million - $3.13 Million
65,165 New
65,165 $3.08 Million
Q2 2023

Aug 14, 2023
BUY
$39.91 - $43.82 $360,187 - $395,475
9,025 Added 8.84%
111,173 $4.87 Million
Q1 2023

May 03, 2023
BUY
$39.82 - $46.36 $1.32 Million - $1.54 Million
33,206 Added 48.17%
102,148 $4.28 Million
Q4 2022

Feb 17, 2023
SELL
$39.61 - $43.54 $496,075 - $545,294
-12,524 Reduced 15.37%
68,942 $2.79 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-12,453 Reduced 13.26%
81,466 $3.08 Million
Q2 2022

Jul 20, 2022
SELL
N/A
-352,899 Reduced 78.98%
93,919 $3.66 Million
Q1 2022

Apr 11, 2022
BUY
N/A
243,724 Added 120.01%
446,818 $21.2 Million
Q4 2021

Feb 09, 2022
BUY
N/A
15,106 Added 8.04%
203,094 $20.8 Million
Q3 2021

Nov 02, 2021
BUY
N/A
37,719 Added 25.1%
187,988 $18.8 Million
Q2 2021

Aug 03, 2021
BUY
N/A
15,637 Added 11.61%
150,269 $15.7 Million
Q1 2021

May 12, 2021
BUY
N/A
29,356 Added 27.88%
134,632 $13.4 Million
Q4 2020

Feb 08, 2021
BUY
N/A
19,633 Added 22.92%
105,276 $9.37 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-458 Reduced 0.53%
85,643 $5.85 Million
Q2 2020

Aug 04, 2020
BUY
N/A
12,674 Added 17.26%
86,101 $5.63 Million
Q1 2020

May 06, 2020
BUY
N/A
73,427 New
73,427 $3.78 Million

Others Institutions Holding SCHA

# of Institutions
1,102
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
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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