Bigelow Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Bigelow Investment Advisors, LLC

  • $203 Million
  • Q1 2024

A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 11,474 shares of SCHA stock, worth $541,917. This represents 0.28% of its overall portfolio holdings.

Number of Shares
11,474
Previous 11,444 0.26%
Holding current value
$541,917
Previous $540,000 4.44%
% of portfolio
0.28%
Previous 0.29%

Shares

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

May 08, 2024
BUY
$44.84 - $49.24 $1,345 - $1,477
30 Added 0.26%
11,474 $564,000
Q4 2023

Jan 31, 2024
BUY
$38.13 - $48.02 $1,143 - $1,440
30 Added 0.26%
11,444 $540,000
Q3 2023

Oct 31, 2023
BUY
$40.85 - $46.1 $34,640 - $39,092
848 Added 8.03%
11,414 $472,000
Q2 2023

Jul 25, 2023
SELL
$39.91 - $43.82 $14,726 - $16,169
-369 Reduced 3.37%
10,566 $462,000
Q1 2023

May 09, 2023
SELL
$39.82 - $46.36 $5,176 - $6,026
-130 Reduced 1.17%
10,935 $458,000
Q4 2022

Jan 26, 2023
SELL
$39.61 - $43.54 $95,816 - $105,323
-2,419 Reduced 17.94%
11,065 $0
Q3 2022

Nov 10, 2022
SELL
N/A
-370 Reduced 2.67%
13,484 $510,000
Q2 2022

Jul 18, 2022
SELL
N/A
-200 Reduced 1.42%
13,854 $540,000
Q1 2022

Apr 29, 2022
BUY
N/A
8,047 Added 133.96%
14,054 $666,000
Q4 2021

Feb 11, 2022
SELL
N/A
-113 Reduced 1.85%
6,007 $615,000
Q3 2021

Nov 04, 2021
SELL
N/A
-667 Reduced 9.83%
6,120 $613,000
Q1 2021

May 06, 2021
SELL
N/A
-1,648 Reduced 19.54%
6,787 $676,000
Q4 2020

Feb 12, 2021
BUY
N/A
17 Added 0.2%
8,435 $751,000
Q3 2020

Nov 10, 2020
SELL
N/A
-1,139 Reduced 11.92%
8,418 $575,000
Q2 2020

Aug 11, 2020
SELL
N/A
-6,917 Reduced 41.99%
9,557 $624,000
Q1 2020

May 05, 2020
BUY
N/A
1,320 Added 8.71%
16,474 $849,000
Q4 2019

Jan 31, 2020
BUY
N/A
970 Added 6.84%
15,154 $1.15 Million
Q3 2019

Oct 22, 2019
BUY
N/A
2,101 Added 17.39%
14,184 $989,000
Q2 2019

Jul 17, 2019
SELL
N/A
-1,451 Reduced 10.72%
12,083 $864,000
Q1 2019

Apr 25, 2019
SELL
N/A
-1,948 Reduced 12.58%
13,534 $946,000
Q4 2018

Jan 29, 2019
BUY
N/A
80 Added 0.52%
15,482 $939,000
Q3 2018

Nov 05, 2018
BUY
N/A
51 Added 0.33%
15,402 $1.17 Million
Q2 2018

Jul 19, 2018
BUY
N/A
1,009 Added 7.04%
15,351 $1.13 Million
Q1 2018

Apr 19, 2018
BUY
N/A
926 Added 6.9%
14,342 $991,000
Q4 2017

Feb 09, 2018
BUY
N/A
13,416
13,416 $936,000

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Bigelow Investment Advisors, LLC Portfolio

Follow Bigelow Investment Advisors, LLC 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 Bigelow Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bigelow Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email