Capital Insight Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Capital Insight Partners, LLC

  • $529 Million
  • Q1 2024

A detailed history of Capital Insight Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capital Insight Partners, LLC holds 67,993 shares of SCHA stock, worth $3.19 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
67,993
Previous 64,605 5.24%
Holding current value
$3.19 Million
Previous $3.05 Million 9.7%
% of portfolio
0.63%
Previous 0.63%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$44.84 - $49.24 $151,917 - $166,825
3,388 Added 5.24%
67,993 $3.35 Million
Q4 2023

Jan 24, 2024
BUY
$38.13 - $48.02 $7,740 - $9,748
203 Added 0.32%
64,605 $3.05 Million
Q3 2023

Oct 30, 2023
BUY
$40.85 - $46.1 $131,496 - $148,395
3,219 Added 5.26%
64,402 $2.67 Million
Q2 2023

Jul 21, 2023
BUY
$39.91 - $43.82 $159 - $175
4 Added 0.01%
61,183 $2.68 Million
Q1 2023

Apr 27, 2023
BUY
$39.82 - $46.36 $24,847 - $28,928
624 Added 1.03%
61,179 $2.57 Million
Q4 2022

Feb 07, 2023
BUY
$39.61 - $43.54 $375,621 - $412,889
9,483 Added 18.57%
60,555 $2.45 Million
Q3 2022

Oct 20, 2022
SELL
N/A
-1,183 Reduced 2.26%
51,072 $1.93 Million
Q2 2022

Jul 20, 2022
BUY
N/A
3,074 Added 6.25%
52,255 $2.04 Million
Q1 2022

Apr 21, 2022
BUY
N/A
24,838 Added 102.03%
49,181 $2.33 Million
Q4 2021

Jan 20, 2022
BUY
N/A
2,905 Added 13.55%
24,343 $2.49 Million
Q3 2021

Oct 13, 2021
BUY
N/A
1,902 Added 9.74%
21,438 $2.15 Million
Q2 2021

Aug 02, 2021
BUY
N/A
1,403 Added 7.74%
19,536 $2.04 Million
Q1 2021

Apr 20, 2021
BUY
N/A
536 Added 3.05%
18,133 $1.81 Million
Q4 2020

Feb 02, 2021
SELL
N/A
-1,910 Reduced 9.79%
17,597 $1.57 Million
Q3 2020

Nov 04, 2020
BUY
N/A
18 Added 0.09%
19,507 $1.33 Million
Q2 2020

Jul 15, 2020
SELL
N/A
-358 Reduced 1.8%
19,489 $1.27 Million
Q1 2020

Apr 14, 2020
BUY
N/A
2,860 Added 16.84%
19,847 $1.02 Million
Q4 2019

Jan 27, 2020
BUY
N/A
16,987 New
16,987 $1.29 Million

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
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More about SCHA
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