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 $85,056. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,053
Previous 3,033 0.66%
Holding current value
$85,056
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
1,144
Shares Held
146M
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
Track This Portfolio

Track Aspire Wealth Management Corp Portfolio

Follow Aspire Wealth Management Corp 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 Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email