Capital Directions Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022

A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 2,446 shares of SCHA stock, worth $65,846. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,446
Previous 0 Infinity%
Holding current value
$65,846
Previous $77,000 28.57%
% of portfolio
0.04%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023
BUY
$38.25 - $43.54 $93,559 - $106,498
2,446 New
2,446 $99,000
Q3 2022

Nov 02, 2022
SELL
$37.65 - $45.9 $92,091 - $112,271
-2,446 Closed
0 $77,000
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $108,651 - $126,531
2,446 New
2,446 $116,000
Q4 2021

Feb 22, 2022
SELL
$48.64 - $55.07 $57,687 - $65,313
-1,186 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$48.39 - $52.91 $57,390 - $62,751
1,186 New
1,186 $124,000
Q1 2021

May 17, 2021
SELL
$43.89 - $52.63 $57,847 - $69,366
-1,318 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$32.09 - $36.38 $6,418 - $7,276
200 Added 17.89%
1,318 $90,000
Q4 2019

Feb 05, 2020
SELL
$33.63 - $38.03 $8,743 - $9,887
-260 Reduced 18.87%
1,118 $85,000
Q3 2019

Nov 14, 2019
SELL
$34.78 - $36.12 $8,903 - $9,246
-256 Reduced 15.67%
1,378 $96,000
Q1 2019

May 14, 2019
SELL
N/A
-90 Reduced 5.22%
1,634 $114,000
Q3 2018

Nov 14, 2018
BUY
N/A
516 Added 42.72%
1,724 $131,000
Q2 2018

Aug 14, 2018
SELL
N/A
-583 Reduced 32.55%
1,208 $89,000
Q1 2018

May 10, 2018
BUY
N/A
1 Added 0.06%
1,791 $124,000
Q4 2017

Feb 15, 2018
BUY
N/A
71 Added 4.13%
1,790 $125,000
Q3 2017

Nov 14, 2017
BUY
N/A
67 Added 4.06%
1,719 $116,000
Q2 2017

Aug 15, 2017
BUY
N/A
1,652
1,652 $106,000

Others Institutions Holding SCHA

# of Institutions
1,158
Shares Held
165M
Call Options Held
55.6K
Put Options Held
7.8K
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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