A detailed history of Bcs Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bcs Wealth Management holds 114,924 shares of SCHA stock, worth $5.45 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
114,924
Previous 115,694 0.67%
Holding current value
$5.45 Million
Previous $5.47 Million 3.55%
% of portfolio
1.82%
Previous 2.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

SELL
$44.84 - $49.24 $34,526 - $37,914
-770 Reduced 0.67%
114,924 $5.66 Million
Q4 2023

Jan 11, 2024

SELL
$38.13 - $48.02 $68,443 - $86,195
-1,795 Reduced 1.53%
115,694 $5.47 Million
Q3 2023

Oct 12, 2023

BUY
$40.85 - $46.1 $4.8 Million - $5.42 Million
117,489 New
117,489 $4.87 Million
Q1 2023

Apr 10, 2023

BUY
$39.82 - $46.36 $381,714 - $444,406
9,586 Added 7.86%
131,510 $5.51 Million
Q4 2022

Jan 10, 2023

BUY
$39.61 - $43.54 $765,384 - $841,323
19,323 Added 18.83%
121,924 $4.94 Million
Q3 2022

Oct 07, 2022

BUY
N/A
2,275 Added 2.27%
102,601 $3.88 Million
Q2 2022

Jul 29, 2022

BUY
N/A
1,076 Added 1.08%
100,326 $3.91 Million
Q1 2022

Apr 28, 2022

BUY
N/A
43,392 Added 77.68%
99,250 $4.7 Million
Q4 2021

Jan 18, 2022

BUY
N/A
5,292 Added 10.47%
55,858 $5.72 Million
Q3 2021

Oct 25, 2021

BUY
N/A
1,346 Added 2.73%
50,566 $5.06 Million
Q2 2021

Jul 21, 2021

SELL
N/A
-1,222 Reduced 2.42%
49,220 $5.13 Million
Q1 2021

Apr 28, 2021

BUY
N/A
312 Added 0.62%
50,442 $5.03 Million
Q4 2020

Jan 21, 2021

SELL
N/A
-1,212 Reduced 2.36%
50,130 $4.46 Million
Q3 2020

Oct 23, 2020

SELL
N/A
-773 Reduced 1.48%
51,342 $3.51 Million
Q2 2020

Jul 21, 2020

SELL
N/A
-2,740 Reduced 4.99%
52,115 $3.41 Million
Q1 2020

Apr 10, 2020

BUY
N/A
8,586 Added 18.56%
54,855 $2.83 Million
Q4 2019

Feb 10, 2020

BUY
N/A
46,269 New
46,269 $3.5 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Bcs Wealth Management Portfolio

Follow Bcs Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bcs Wealth Management with notifications on news.