Aspire Wealth Management Corp Schwab Strategic Tr Us Small C Transaction History

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Aspire Wealth Management Corp holds 3,053 shares of SCHA stock, worth $80,019. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,053
Previous 3,033 0.66%
Holding current value
$80,019
Previous $143,000 9.79%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$46.9 - $51.96 $938 - $1,039
20 Added 0.66%
3,053 $157,000
Q2 2024

Aug 12, 2024
SELL
$45.24 - $49.04 $350,383 - $379,814
-7,745 Reduced 71.86%
3,033 $143,000
Q1 2024

Apr 29, 2024
BUY
$44.84 - $49.24 $1,703 - $1,871
38 Added 0.35%
10,778 $530,000
Q4 2023

Jan 22, 2024
BUY
$38.13 - $48.02 $2,173 - $2,737
57 Added 0.53%
10,740 $507,000
Q3 2023

Oct 30, 2023
SELL
$40.85 - $46.1 $182,027 - $205,421
-4,456 Reduced 29.43%
10,683 $442,000
Q2 2023

Jul 27, 2023
BUY
$39.91 - $43.82 $4,270 - $4,688
107 Added 0.71%
15,139 $663,000
Q1 2023

May 04, 2023
SELL
$39.82 - $46.36 $188,388 - $219,329
-4,731 Reduced 23.94%
15,032 $630,000
Q4 2022

Feb 06, 2023
SELL
$38.25 - $43.54 $167,382 - $190,531
-4,376 Reduced 18.13%
19,763 $800,000
Q3 2022

Nov 09, 2022
BUY
$37.65 - $45.9 $31,061 - $37,867
825 Added 3.54%
24,139 $912,000
Q2 2022

Aug 11, 2022
BUY
$37.88 - $48.01 $17,159 - $21,748
453 Added 1.98%
23,314 $909,000
Q1 2022

May 03, 2022
BUY
$44.42 - $51.73 $529,797 - $616,983
11,927 Added 109.08%
22,861 $1.08 Million
Q4 2021

Mar 14, 2022
BUY
$48.64 - $55.07 $531,829 - $602,135
10,934 New
10,934 $1.12 Million

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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