Bsw Wealth Partners Schwab Strategic Tr Us Small C Transaction History

Bsw Wealth Partners

  • $661 Million
  • Q3 2024

A detailed history of Bsw Wealth Partners transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bsw Wealth Partners holds 5,539 shares of SCHA stock, worth $152,267. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,539
Previous 5,844 5.22%
Holding current value
$152,267
Previous $277,000 2.89%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 29, 2024
SELL
$46.9 - $51.96 $14,304 - $15,847
-305 Reduced 5.22%
5,539 $285,000
Q2 2024

Jul 16, 2024
SELL
$45.24 - $49.04 $43,068 - $46,686
-952 Reduced 14.01%
5,844 $277,000
Q1 2024

Apr 23, 2024
BUY
$44.84 - $49.24 $358 - $393
8 Added 0.12%
6,796 $334,000
Q4 2023

Jan 25, 2024
BUY
$38.13 - $48.02 $2,440 - $3,073
64 Added 0.95%
6,788 $320,000
Q3 2023

Oct 27, 2023
BUY
$40.85 - $46.1 $408 - $461
10 Added 0.15%
6,724 $278,000
Q2 2023

Aug 11, 2023
SELL
$39.91 - $43.82 $18,917 - $20,770
-474 Reduced 6.59%
6,714 $294,000
Q1 2023

May 15, 2023
BUY
$39.82 - $46.36 $438 - $509
11 Added 0.15%
7,188 $301,000
Q4 2022

Feb 13, 2023
BUY
$38.25 - $43.54 $50,719 - $57,734
1,326 Added 22.66%
7,177 $290,000
Q3 2022

Nov 14, 2022
BUY
$37.65 - $45.9 $263 - $321
7 Added 0.12%
5,851 $221,000
Q2 2022

Aug 15, 2022
BUY
$37.88 - $48.01 $303 - $384
8 Added 0.14%
5,844 $228,000
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $127,885 - $148,930
2,879 Added 97.36%
5,836 $276,000
Q4 2021

Feb 14, 2022
BUY
$48.64 - $55.07 $243 - $275
5 Added 0.17%
2,957 $303,000
Q3 2021

Nov 15, 2021
SELL
$48.3 - $52.49 $4,733 - $5,144
-98 Reduced 3.21%
2,952 $296,000
Q2 2021

Aug 16, 2021
BUY
$48.39 - $52.91 $147,589 - $161,375
3,050 New
3,050 $318,000

Others Institutions Holding SCHA

# of Institutions
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
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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