Almanack Investment Partners, Llc. Schwab Strategic Tr Us Small C Transaction History

Almanack Investment Partners, Llc.

  • $570 Million
  • Q1 2024

A detailed history of Almanack Investment Partners, Llc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Almanack Investment Partners, Llc. holds 21,941 shares of SCHA stock, worth $1.03 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
21,941
Previous 209,910 89.55%
Holding current value
$1.03 Million
Previous $9.92 Million 89.11%
% of portfolio
0.19%
Previous 1.43%

Shares

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

May 01, 2024
SELL
$44.84 - $49.24 $8.43 Million - $9.26 Million
-187,969 Reduced 89.55%
21,941 $1.08 Million
Q4 2023

Feb 07, 2024
BUY
$38.13 - $48.02 $8 Million - $10.1 Million
209,910 New
209,910 $9.92 Million
Q1 2022

May 13, 2022
SELL
N/A
-6,857 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
N/A
1,128 Added 19.69%
6,857 $702,000
Q3 2021

Nov 04, 2021
BUY
N/A
5,729 New
5,729 $573,000
Q2 2021

Aug 04, 2021
SELL
N/A
-2,340 Closed
0 $0
Q1 2021

May 11, 2021
SELL
N/A
-2,277 Reduced 49.32%
2,340 $233,000
Q4 2020

Feb 03, 2021
BUY
N/A
106 Added 2.35%
4,617 $411,000
Q3 2020

Nov 12, 2020
SELL
N/A
-15,365 Reduced 77.3%
4,511 $354,000
Q2 2020

Aug 10, 2020
SELL
N/A
-76,455 Reduced 79.37%
19,876 $1.3 Million
Q1 2020

May 13, 2020
BUY
N/A
63,121 Added 190.07%
96,331 $4.96 Million
Q4 2019

Feb 10, 2020
BUY
N/A
26,795 Added 417.69%
33,210 $2.51 Million
Q3 2019

Nov 08, 2019
BUY
N/A
1,399 Added 27.89%
6,415 $447,000
Q2 2019

Jul 31, 2019
SELL
N/A
-296 Reduced 5.57%
5,016 $0
Q1 2019

May 15, 2019
BUY
N/A
382 Added 7.75%
5,312 $371,000
Q4 2018

Jan 25, 2019
SELL
N/A
-130,448 Reduced 96.36%
4,930 $299,000
Q3 2018

Nov 13, 2018
BUY
N/A
30,838 Added 29.5%
135,378 $9.63 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-11,667 Reduced 10.04%
104,540 $7.69 Million
Q1 2018

May 15, 2018
BUY
N/A
12,809 Added 12.39%
116,207 $8.02 Million
Q4 2017

Feb 13, 2018
BUY
N/A
13,771 Added 15.36%
103,398 $7.27 Million
Q3 2017

Nov 13, 2017
BUY
N/A
89,627
89,627 $6.04 Million

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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  • Ticker SCHA
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