A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 4,629 shares of SCHA stock, worth $233,209. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,629
Previous 4,621 0.17%
Holding current value
$233,209
Previous $228 Million 3.47%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$45.24 - $49.04 $361 - $392
8 Added 0.17%
4,629 $220 Million
Q4 2023

Jan 22, 2024

BUY
$38.13 - $48.02 $176,198 - $221,900
4,621 New
4,621 $218 Million
Q2 2023

Jul 25, 2023

SELL
$39.91 - $43.82 $18,518 - $20,332
-464 Reduced 8.28%
5,142 $225 Million
Q1 2023

May 10, 2023

BUY
$39.82 - $46.36 $7,565 - $8,808
190 Added 3.51%
5,606 $235 Million
Q4 2022

Feb 24, 2023

BUY
$38.25 - $43.54 $207,162 - $235,812
5,416 New
5,416 $219 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Builder Investment Group Inc /Adv Portfolio

Follow Builder Investment Group Inc /Adv 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 Builder Investment Group Inc /Adv, based on Form 13F filings with the SEC.

News

Stay updated on Builder Investment Group Inc /Adv with notifications on news.