A detailed history of Avion Wealth transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Avion Wealth holds 1,327 shares of SCHA stock, worth $68,234. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,327
Previous 147 802.72%
Holding current value
$68,234
Previous $8,000 675.0%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Jul 26, 2024

BUY
$45.24 - $49.04 $53,383 - $57,867
1,180 Added 802.72%
1,327 $62,000
Q4 2023

Jan 26, 2024

SELL
$38.13 - $48.02 $64,592 - $81,345
-1,694 Reduced 92.02%
147 $7,000
Q3 2023

Oct 20, 2023

BUY
$40.85 - $46.1 $939 - $1,060
23 Added 1.27%
1,841 $76,000
Q3 2022

Oct 31, 2022

BUY
$37.65 - $45.9 $7,304 - $8,904
194 Added 11.95%
1,818 $69,000
Q2 2022

Aug 11, 2022

BUY
$37.88 - $48.01 $61,289 - $77,680
1,618 Added 26966.67%
1,624 $63,000
Q1 2022

May 04, 2022

BUY
$44.42 - $51.73 $133 - $155
3 Added 100.0%
6 $0
Q1 2020

Apr 08, 2020

BUY
$22.29 - $38.7 $66 - $116
3 New
3 $0

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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