Badgley Phelps Wealth Managers, LLC Schwab Strategic Tr Us Small C Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 54,299 shares of SCHA stock, worth $1.44 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
54,299
Previous 27,128 100.16%
Holding current value
$1.44 Million
Previous $1.4 Million 0.5%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$25.33 - $51.16 $688,241 - $1.39 Million
27,171 Added 100.16%
54,299 $1.4 Million
Q3 2024

Oct 17, 2024
SELL
$46.9 - $51.96 $18,478 - $20,472
-394 Reduced 1.43%
27,128 $1.4 Million
Q1 2024

May 15, 2024
BUY
$44.84 - $49.24 $17,084 - $18,760
381 Added 1.4%
27,522 $1.36 Million
Q4 2023

Feb 14, 2024
BUY
$38.13 - $48.02 $7,931 - $9,988
208 Added 0.77%
27,141 $1.28 Million
Q3 2023

Nov 02, 2023
SELL
$40.85 - $46.1 $9,681 - $10,925
-237 Reduced 0.87%
26,933 $1.12 Million
Q2 2023

Aug 14, 2023
SELL
$39.91 - $43.82 $64,334 - $70,637
-1,612 Reduced 5.6%
27,170 $1.19 Million
Q1 2023

Apr 28, 2023
BUY
$39.82 - $46.36 $92,939 - $108,204
2,334 Added 8.82%
28,782 $1.21 Million
Q4 2022

Jan 27, 2023
BUY
$38.25 - $43.54 $1.01 Million - $1.15 Million
26,448 New
26,448 $0

Others Institutions Holding SCHA

# of Institutions
1,235
Shares Held
270M
Call Options Held
64.2K
Put Options Held
3K
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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