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 9,769 shares of SCHA stock, worth $250,281. This represents 0.23% of its overall portfolio holdings.

Number of Shares
9,769
Previous 10,249 4.68%
Holding current value
$250,281
Previous $504,000 8.13%
% of portfolio
0.23%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US SMALL-C


  • 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.