A detailed history of Bip Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bip Wealth, LLC holds 8,506 shares of SCHA stock, worth $401,738. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,506
Previous 9,556 10.99%
Holding current value
$401,738
Previous $451 Million 7.22%
% of portfolio
0.03%
Previous 0.04%

Shares

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

May 08, 2024

SELL
$44.84 - $49.24 $47,082 - $51,702
-1,050 Reduced 10.99%
8,506 $419 Million
Q3 2023

Nov 09, 2023

SELL
$40.85 - $46.1 $53,431 - $60,298
-1,308 Reduced 12.04%
9,556 $396 Million
Q2 2023

Jul 27, 2023

SELL
$39.91 - $43.82 $10,855 - $11,919
-272 Reduced 2.44%
10,864 $476 Million
Q1 2023

May 10, 2023

BUY
$39.82 - $46.36 $443,435 - $516,264
11,136 New
11,136 $467 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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