A detailed history of Blooom, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Blooom, Inc. holds 19,717 shares of SCHA stock, worth $513,036. This represents 1.49% of its overall portfolio holdings.

Number of Shares
19,717
Previous 18,816 4.79%
Holding current value
$513,036
Previous $844,000 7.11%
% of portfolio
1.49%
Previous 1.45%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 01, 2022

BUY
$37.65 - $45.9 $33,922 - $41,355
901 Added 4.79%
19,717 $784,000
Q2 2022

Aug 01, 2022

SELL
$37.88 - $48.01 $62,577 - $79,312
-1,652 Reduced 8.07%
18,816 $844,000
Q1 2022

May 06, 2022

BUY
$44.42 - $51.73 $443,622 - $516,627
9,987 Added 95.29%
20,468 $1.09 Million
Q4 2021

Jan 19, 2022

SELL
$48.64 - $55.07 $25,536 - $28,911
-525 Reduced 4.77%
10,481 $1.1 Million
Q3 2021

Oct 19, 2021

BUY
$48.3 - $52.49 $2,994 - $3,254
62 Added 0.57%
11,006 $1.14 Million
Q2 2021

Sep 23, 2021

BUY
$48.39 - $52.91 $215,867 - $236,031
4,461 Added 68.81%
10,944 $1.14 Million
Q1 2021

Oct 21, 2021

SELL
$43.89 - $52.63 $143,520 - $172,100
-3,270 Reduced 33.53%
6,483 $920,000
Q4 2020

Oct 21, 2021

BUY
$34.66 - $45.17 $338,038 - $440,543
9,753 New
9,753 $872,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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

Track Blooom, Inc. Portfolio

Follow Blooom, Inc. 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 Blooom, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Blooom, Inc. with notifications on news.