Capital Advisors Inc Schwab Strategic Tr Us Small C Transaction History

Capital Advisors Inc

  • $5.41 Billion
  • Q2 2025

A detailed history of Capital Advisors Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capital Advisors Inc holds 8,311 shares of SCHA stock, worth $214,174. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,311
Holding current value
$214,174
% of portfolio
0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$20.42 - $25.3 $169,710 - $210,268
8,311 New
8,311 $210,000
Q4 2024

Jan 29, 2025
BUY
$25.33 - $51.16 $94,430 - $190,724
3,728 Added 75.34%
8,676 $224,000
Q3 2024

Oct 28, 2024
SELL
$46.9 - $51.96 $5,581 - $6,183
-119 Reduced 2.35%
4,948 $254,000
Q2 2024

Jul 31, 2024
BUY
$45.24 - $49.04 $30,717 - $33,298
679 Added 15.47%
5,067 $240,000
Q1 2024

Apr 29, 2024
BUY
$44.84 - $49.24 $196,757 - $216,065
4,388 New
4,388 $216,000
Q2 2023

Jul 18, 2023
BUY
$39.91 - $43.82 $200,388 - $220,020
5,021 New
5,021 $219,000
Q2 2022

Jul 15, 2022
BUY
$37.88 - $48.01 $29,887 - $37,879
789 Added 16.77%
5,493 $214,000
Q1 2022

May 05, 2022
BUY
$44.42 - $51.73 $121,577 - $141,585
2,737 Added 139.15%
4,704 $223,000
Q4 2021

Jan 27, 2022
BUY
$48.64 - $55.07 $95,674 - $108,322
1,967 New
1,967 $0
Q2 2020

Aug 07, 2020
SELL
$23.59 - $35.22 $153,028 - $228,472
-6,487 Closed
0 $0
Q1 2020

May 21, 2020
BUY
$22.29 - $38.7 $144,595 - $251,046
6,487 New
6,487 $0

Others Institutions Holding SCHA

# of Institutions
1,263
Shares Held
257M
Call Options Held
58.5K
Put Options Held
4.8K
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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