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

Bluestem Financial Advisors, LLC

  • $194 Million
  • Q1 2024

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 10,249 shares of SCHA stock, worth $483,342. This represents 0.26% of its overall portfolio holdings.

Number of Shares
10,249
Previous 10,074 1.74%
Holding current value
$483,342
Previous $475,000 6.11%
% of portfolio
0.26%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,103
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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