Carolinas Wealth Consulting LLC Schwab Strategic Tr Us Small C Transaction History

Carolinas Wealth Consulting LLC

  • $542 Million
  • Q2 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 7,749 shares of SCHA stock, worth $398,453. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,749
Previous 7,748 0.01%
Holding current value
$398,453
Previous $381,000 3.67%
% of portfolio
0.07%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$45.24 - $49.04 $45 - $49
1 Added 0.01%
7,749 $367,000
Q1 2024

May 14, 2024
SELL
$44.84 - $49.24 $1,748 - $1,920
-39 Reduced 0.5%
7,748 $381,000
Q4 2023

Feb 13, 2024
SELL
$38.13 - $48.02 $5,223 - $6,578
-137 Reduced 1.73%
7,787 $367,000
Q3 2023

Nov 14, 2023
BUY
$40.85 - $46.1 $13,112 - $14,798
321 Added 4.22%
7,924 $328,000
Q2 2023

Aug 14, 2023
BUY
$39.91 - $43.82 $18,518 - $20,332
464 Added 6.5%
7,603 $333,000
Q1 2023

May 15, 2023
BUY
$39.82 - $46.36 $398 - $463
10 Added 0.14%
7,139 $299,000
Q4 2022

Feb 14, 2023
BUY
$38.25 - $43.54 $181,878 - $207,032
4,755 Added 200.29%
7,129 $288,000
Q3 2022

Nov 14, 2022
BUY
$37.65 - $45.9 $112 - $137
3 Added 0.13%
2,374 $90,000
Q2 2022

Aug 16, 2022
BUY
$37.88 - $48.01 $151 - $192
4 Added 0.17%
2,371 $92,000
Q1 2022

May 17, 2022
BUY
$44.42 - $51.73 $45,574 - $53,074
1,026 Added 76.51%
2,367 $112,000
Q4 2021

Feb 14, 2022
BUY
$48.64 - $55.07 $97 - $110
2 Added 0.15%
1,341 $137,000
Q3 2021

Nov 15, 2021
BUY
$48.3 - $52.49 $144 - $157
3 Added 0.22%
1,339 $134,000
Q2 2021

Aug 17, 2021
BUY
$48.39 - $52.91 $48 - $52
1 Added 0.07%
1,336 $139,000
Q1 2021

May 17, 2021
BUY
$43.89 - $52.63 $43 - $52
1 Added 0.07%
1,335 $133,000
Q3 2020

Nov 12, 2020
SELL
$32.09 - $36.38 $1,861 - $2,110
-58 Reduced 4.17%
1,334 $91,000
Q2 2020

Aug 13, 2020
BUY
$23.59 - $35.22 $23 - $35
1 Added 0.07%
1,392 $91,000
Q1 2020

May 11, 2020
BUY
$22.29 - $38.7 $31,005 - $53,831
1,391 New
1,391 $72,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
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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