Capital Advisors Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Capital Advisors Wealth Management, LLC

  • $560 Million
  • Q1 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 18,069 shares of SCHA stock, worth $410,889. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,069
Previous 26,080 30.72%
Holding current value
$410,889
Previous $674,000 37.24%
% of portfolio
0.08%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$23.16 - $27.04 $185,534 - $216,617
-8,011 Reduced 30.72%
18,069 $423,000
Q4 2024

Jan 14, 2025
BUY
$25.33 - $51.16 $660,606 - $1.33 Million
26,080 New
26,080 $674,000

Others Institutions Holding SCHA

# of Institutions
1,260
Shares Held
274M
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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