Baldrige Asset Management LLC Schwab Strategic Tr Us Small C Transaction History

Baldrige Asset Management LLC

  • $244 Million
  • Q1 2023

A detailed history of Baldrige Asset Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Baldrige Asset Management LLC holds 35,708 shares of SCHA stock, worth $1.69 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
35,708
Previous 35,294 1.17%
Holding current value
$1.69 Million
Previous $1.43 Million 4.69%
% of portfolio
0.61%
Previous 0.64%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 17, 2023
BUY
$39.82 - $46.36 $16,485 - $19,193
414 Added 1.17%
35,708 $1.5 Million
Q4 2022

Jan 13, 2023
SELL
$39.61 - $43.54 $5,901 - $6,487
-149 Reduced 0.42%
35,294 $1.43 Million
Q3 2022

Oct 13, 2022
BUY
N/A
691 Added 1.99%
35,443 $1.34 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-559 Reduced 1.58%
34,752 $1.36 Million
Q1 2022

Apr 26, 2022
BUY
N/A
17,858 Added 102.32%
35,311 $1.67 Million
Q4 2021

Jan 27, 2022
SELL
N/A
-42 Reduced 0.24%
17,453 $1.79 Million
Q3 2021

Oct 22, 2021
SELL
N/A
-73 Reduced 0.42%
17,495 $1.75 Million
Q2 2021

Aug 03, 2021
SELL
N/A
-233 Reduced 1.31%
17,568 $1.83 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-515 Reduced 2.81%
17,801 $1.77 Million
Q4 2020

Feb 03, 2021
SELL
N/A
-177 Reduced 0.96%
18,316 $1.63 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-235 Reduced 1.25%
18,493 $1.26 Million
Q2 2020

Jul 31, 2020
SELL
N/A
-1,794 Reduced 8.74%
18,728 $1.22 Million
Q1 2020

Apr 14, 2020
SELL
N/A
-3,143 Reduced 13.28%
20,522 $1.06 Million
Q4 2019

Feb 11, 2020
SELL
N/A
-1,202 Reduced 4.83%
23,665 $1.79 Million
Q3 2019

Oct 23, 2019
SELL
N/A
-2,101 Reduced 7.79%
24,867 $1.73 Million
Q2 2019

Jul 18, 2019
SELL
N/A
-991 Reduced 3.54%
26,968 $1.93 Million
Q1 2019

May 16, 2019
BUY
N/A
27,959 New
27,959 $1.96 Million

Others Institutions Holding SCHA

# of Institutions
1,105
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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