Bank Plus Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Bank Plus Wealth Management LLC

  • $136 Billion
  • Q1 2025

A detailed history of Bank Plus Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 39,995 shares of SCHA stock, worth $909,486. This represents 0.69% of its overall portfolio holdings.

Number of Shares
39,995
Previous 12,706 214.77%
Holding current value
$909,486
Previous $329 Million 185.22%
% of portfolio
0.69%
Previous 0.24%

Shares

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

Apr 25, 2025
BUY
$23.16 - $27.04 $632,013 - $737,894
27,289 Added 214.77%
39,995 $937 Million
Q4 2024

Jan 22, 2025
BUY
$25.33 - $51.16 $321,842 - $650,038
12,706 New
12,706 $329 Million

Others Institutions Holding SCHA

# of Institutions
1,262
Shares Held
277M
Call Options Held
66.4K
Put Options Held
2.7K
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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