A detailed history of Blossom Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Blossom Wealth Management holds 24,729 shares of SCHA stock, worth $648,147. This represents 2.58% of its overall portfolio holdings.

Number of Shares
24,729
Previous 23,638 4.62%
Holding current value
$648,147
Previous $1.12 Million 13.56%
% of portfolio
2.58%
Previous 2.44%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$46.9 - $51.96 $51,167 - $56,688
1,091 Added 4.62%
24,729 $1.27 Million
Q2 2024

Jul 19, 2024

BUY
$45.24 - $49.04 $70,891 - $76,845
1,567 Added 7.1%
23,638 $1.12 Million
Q1 2024

Apr 22, 2024

BUY
$44.84 - $49.24 $37,620 - $41,312
839 Added 3.95%
22,071 $1.09 Million
Q4 2023

Jan 26, 2024

BUY
$38.13 - $48.02 $61,694 - $77,696
1,618 Added 8.25%
21,232 $1 Million
Q3 2023

Oct 19, 2023

BUY
$40.85 - $46.1 $5,841 - $6,592
143 Added 0.73%
19,614 $812,000
Q2 2023

Jul 20, 2023

BUY
$39.91 - $43.82 $49,887 - $54,775
1,250 Added 6.86%
19,471 $852,000
Q1 2023

Apr 19, 2023

BUY
$39.82 - $46.36 $8,202 - $9,550
206 Added 1.14%
18,221 $764,000
Q4 2022

Jan 19, 2023

BUY
$38.25 - $43.54 $75,084 - $85,469
1,963 Added 12.23%
18,015 $0
Q3 2022

Oct 21, 2022

SELL
$37.65 - $45.9 $451 - $550
-12 Reduced 0.07%
16,052 $607,000
Q2 2022

Jul 22, 2022

BUY
$37.88 - $48.01 $15,947 - $20,212
421 Added 2.69%
16,064 $626,000
Q1 2022

Apr 22, 2022

BUY
$44.42 - $51.73 $360,779 - $420,151
8,122 Added 107.99%
15,643 $741,000
Q4 2021

Jan 20, 2022

BUY
$48.64 - $55.07 $57,297 - $64,872
1,178 Added 18.57%
7,521 $770,000
Q3 2021

Oct 19, 2021

BUY
$48.3 - $52.49 $36,708 - $39,892
760 Added 13.61%
6,343 $635,000
Q2 2021

Jul 20, 2021

BUY
$48.39 - $52.91 $54,535 - $59,629
1,127 Added 25.29%
5,583 $582,000
Q1 2021

Apr 14, 2021

BUY
$43.89 - $52.63 $52,580 - $63,050
1,198 Added 36.77%
4,456 $444,000
Q4 2020

Jan 22, 2021

BUY
$34.66 - $45.17 $112,922 - $147,163
3,258 New
3,258 $289,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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