Anchor Investment Management, LLC Schwab Strategic Tr Us Small C Transaction History

Anchor Investment Management, LLC

  • $954 Billion
  • Q1 2024

A detailed history of Anchor Investment Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Anchor Investment Management, LLC holds 64,804 shares of SCHA stock, worth $3.19 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
64,804
Previous 63,797 1.58%
Holding current value
$3.19 Million
Previous $3.01 Billion 5.88%
% of portfolio
0.33%
Previous 0.35%

Shares

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

May 15, 2024
BUY
$44.84 - $49.24 $45,153 - $49,584
1,007 Added 1.58%
64,804 $3.19 Billion
Q4 2023

Jan 02, 2024
BUY
$38.13 - $48.02 $2.43 Million - $3.06 Million
63,797 New
63,797 $3.01 Billion
Q3 2023

Jan 02, 2024
BUY
$40.85 - $46.1 $34,436 - $38,862
843 Added 1.36%
62,864 $2.6 Billion
Q2 2023

Jan 02, 2024
BUY
$39.91 - $43.82 $81,336 - $89,305
2,038 Added 3.4%
62,021 $2.72 Billion
Q1 2023

Jan 02, 2024
BUY
$39.82 - $46.36 $24,051 - $28,001
604 Added 1.02%
59,983 $2.52 Billion
Q4 2022

Jan 02, 2024
SELL
$39.61 - $43.54 $174,996 - $192,359
-4,418 Reduced 6.93%
59,379 $2.41 Billion
Q3 2022

Jan 02, 2024
SELL
N/A
-4,435 Reduced 6.95%
59,362 $2.24 Billion
Q2 2022

Jan 02, 2024
SELL
N/A
-3,487 Reduced 6.43%
50,728 $1.98 Billion
Q1 2022

Jan 02, 2024
BUY
N/A
27,829 Added 105.47%
54,215 $2.57 Billion
Q4 2021

Jan 02, 2024
BUY
N/A
1,909 Added 7.8%
26,386 $2.7 Billion
Q3 2021

Jan 02, 2024
SELL
N/A
-39,320 Reduced 61.63%
24,477 $2.45 Billion
Q2 2021

Jan 02, 2024
SELL
N/A
-59 Reduced 0.24%
24,569 $2.56 Billion
Q1 2021

Jan 02, 2024
BUY
N/A
470 Added 1.95%
24,628 $2.45 Billion
Q4 2020

Jan 02, 2024
BUY
N/A
395 Added 1.66%
24,158 $2.15 Billion
Q3 2020

Jan 02, 2024
SELL
N/A
-40,034 Reduced 62.75%
23,763 $1.62 Billion
Q2 2020

Jan 02, 2024
SELL
N/A
-142 Reduced 0.59%
23,817 $1.56 Billion
Q1 2020

Jan 02, 2024
SELL
N/A
-1,584 Reduced 6.2%
23,959 $1.23 Billion
Q4 2019

Jan 02, 2024
BUY
N/A
1,001 Added 4.08%
25,543 $1.93 Billion
Q3 2019

Jan 02, 2024
SELL
N/A
-39,255 Reduced 61.53%
24,542 $1.71 Billion
Q2 2019

Jan 02, 2024
BUY
N/A
1,104 Added 4.75%
24,338 $1.74 Billion
Q1 2019

Jan 02, 2024
BUY
N/A
6,258 Added 36.86%
23,234 $1.62 Billion
Q4 2018

Jan 02, 2024
SELL
N/A
-925 Reduced 5.17%
16,976 $1.03 Billion
Q3 2018

Jan 02, 2024
SELL
N/A
-45,896 Reduced 71.94%
17,901 $1.36 Billion
Q2 2018

Jan 03, 2024
SELL
N/A
-48,437 Reduced 75.92%
15,360 $1.13 Billion
Q1 2018

Jan 03, 2024
BUY
N/A
1,448 Added 13.0%
12,585 $870 Million
Q4 2017

Jan 03, 2024
BUY
N/A
6,316 Added 131.01%
11,137 $777 Million
Q3 2017

Jan 03, 2024
BUY
N/A
1,386 Added 40.35%
4,821 $325 Million
Q2 2017

Jan 03, 2024
SELL
N/A
-60,362 Reduced 94.62%
3,435 $220 Million
Q1 2017

Jan 03, 2024
BUY
N/A
159 Added 5.68%
2,959 $186 Million
Q3 2016

Jan 03, 2024
BUY
N/A
100 Added 3.7%
2,800 $161 Million
Q2 2016

Jan 03, 2024
SELL
N/A
-61,097 Reduced 95.77%
2,700 $146 Million
Q1 2016

Jan 03, 2024
SELL
N/A
-61,097
2,700 $141 Million

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Anchor Investment Management, LLC Portfolio

Follow Anchor Investment Management, 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 Anchor Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anchor Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email