Bluestem Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Bluestem Financial Advisors, LLC

  • $214 Million
  • Q1 2025

A detailed history of Bluestem Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bluestem Financial Advisors, LLC holds 18,867 shares of SCHA stock, worth $464,694. This represents 0.21% of its overall portfolio holdings.

Number of Shares
18,867
Previous 19,542 3.45%
Holding current value
$464,694
Previous $505,000 12.48%
% of portfolio
0.21%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$23.16 - $27.04 $15,633 - $18,252
-675 Reduced 3.45%
18,867 $442,000
Q4 2024

Jan 30, 2025
BUY
$25.33 - $51.16 $247,524 - $499,935
9,772 Added 100.02%
19,542 $505,000
Q3 2024

Nov 14, 2024
BUY
$46.9 - $51.96 $46 - $51
1 Added 0.01%
9,770 $503,000
Q2 2024

Aug 05, 2024
SELL
$45.24 - $49.04 $21,715 - $23,539
-480 Reduced 4.68%
9,769 $463,000
Q1 2024

Apr 16, 2024
BUY
$44.84 - $49.24 $7,847 - $8,617
175 Added 1.74%
10,249 $504,000
Q4 2023

Feb 14, 2024
BUY
$38.13 - $48.02 $384,121 - $483,753
10,074 New
10,074 $475,000

Others Institutions Holding SCHA

# of Institutions
1,258
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
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 Bluestem Financial Advisors, LLC Portfolio

Follow Bluestem Financial 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 Bluestem Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bluestem Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email