Avity Investment Management Inc. Schwab Strategic Tr Us Small C Transaction History

Avity Investment Management Inc.

  • $1.21 Billion
  • Q1 2025

A detailed history of Avity Investment Management Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Avity Investment Management Inc. holds 8,660 shares of SCHA stock, worth $213,295. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,660
Previous 8,245 5.03%
Holding current value
$213,295
Previous $213,000 4.69%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$23.16 - $27.04 $9,611 - $11,221
415 Added 5.03%
8,660 $203,000
Q4 2024

Jan 14, 2025
BUY
$25.33 - $51.16 $208,845 - $421,814
8,245 New
8,245 $213,000
Q2 2023

Jul 17, 2023
SELL
$39.91 - $43.82 $12,970 - $14,241
-325 Reduced 2.09%
15,240 $667,000
Q1 2023

Apr 18, 2023
BUY
$39.82 - $46.36 $30,860 - $35,929
775 Added 5.24%
15,565 $652,000
Q4 2022

Jan 12, 2023
BUY
$38.25 - $43.54 $38,250 - $43,540
1,000 Added 7.25%
14,790 $599,000
Q1 2022

Apr 19, 2022
BUY
$44.42 - $51.73 $266,297 - $310,121
5,995 Added 76.91%
13,790 $653,000
Q2 2021

Jul 13, 2021
SELL
$48.39 - $52.91 $4,839 - $5,291
-100 Reduced 1.27%
7,795 $812,000
Q1 2021

Apr 15, 2021
BUY
$43.89 - $52.63 $13,605 - $16,315
310 Added 4.09%
7,895 $787,000
Q4 2020

Jan 15, 2021
BUY
$34.66 - $45.17 $30,847 - $40,201
890 Added 13.29%
7,585 $675,000
Q3 2019

Oct 10, 2019
SELL
$34.78 - $36.12 $1,739 - $1,805
-50 Reduced 0.74%
6,695 $467,000
Q2 2019

Jul 22, 2019
SELL
N/A
-450 Reduced 6.25%
6,745 $482,000
Q3 2018

Oct 18, 2018
SELL
N/A
-900 Reduced 11.12%
7,195 $548,000
Q1 2018

Apr 19, 2018
BUY
N/A
500 Added 6.58%
8,095 $560,000
Q4 2017

Jan 10, 2018
BUY
N/A
125 Added 1.67%
7,595 $530,000
Q3 2017

Oct 20, 2017
BUY
N/A
7,470
7,470 $503,000

Others Institutions Holding SCHA

# of Institutions
1,258
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
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More about SCHA
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