A detailed history of Alpha Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 5,487 shares of SCHA stock, worth $152,867. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,487
Previous 5,487 -0.0%
Holding current value
$152,867
Previous $260 Million 8.54%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$45.24 - $49.04 $3,257 - $3,530
-72 Reduced 1.3%
5,487 $260 Million
Q4 2023

Feb 05, 2024

SELL
$38.13 - $48.02 $876 - $1,104
-23 Reduced 0.41%
5,559 $263 Million
Q2 2023

Aug 07, 2023

SELL
$39.91 - $43.82 $1,436 - $1,577
-36 Reduced 0.64%
5,582 $244 Million
Q4 2022

Apr 18, 2023

BUY
$38.25 - $43.54 $214,888 - $244,607
5,618 New
5,618 $228 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Alpha Financial Advisors, LLC Portfolio

Follow Alpha Financial Advisors, 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 Alpha Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Financial Advisors, LLC with notifications on news.