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 4,388 shares of SCHA stock, worth $206,060. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,388
Holding current value
$206,060
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
789 Added 16.77%
5,493 $214,000
Q1 2022

May 05, 2022

BUY
N/A
2,737 Added 139.15%
4,704 $223,000
Q4 2021

Jan 27, 2022

BUY
N/A
1,967 New
1,967 $0
Q2 2020

Aug 07, 2020

SELL
N/A
-6,487 Closed
0 $0
Q1 2020

May 21, 2020

BUY
N/A
6,487 New
6,487 $0

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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