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

Bluestem Financial Advisors, LLC

  • $212 Million
  • Q4 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 19,542 shares of SCHA stock, worth $446,143. This represents 0.24% of its overall portfolio holdings.

Number of Shares
19,542
Previous 9,770 100.02%
Holding current value
$446,143
Previous $503,000 0.4%
% of portfolio
0.24%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,265
Shares Held
273M
Call Options Held
66.4K
Put Options Held
2.7K
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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