Castleview Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Castleview Partners, LLC

  • $151 Million
  • Q4 2024

A detailed history of Castleview Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Castleview Partners, LLC holds 1,220 shares of SCHA stock, worth $28,645. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,220
Previous 972 25.51%
Holding current value
$28,645
Previous $25,000 24.0%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.33 - $51.16 $6,281 - $12,687
248 Added 25.51%
1,220 $31,000
Q3 2024

Oct 21, 2024
BUY
$46.9 - $51.96 $15,992 - $17,718
341 Added 54.04%
972 $50,000
Q2 2024

Jul 31, 2024
SELL
$45.24 - $49.04 $33,975 - $36,829
-751 Reduced 54.34%
631 $29,000
Q1 2024

May 09, 2024
BUY
$44.84 - $49.24 $3,049 - $3,348
68 Added 5.18%
1,382 $68,000
Q4 2023

Feb 05, 2024
BUY
$38.13 - $48.02 $36,337 - $45,763
953 Added 263.99%
1,314 $62,000
Q3 2023

Oct 26, 2023
BUY
$40.85 - $46.1 $14,746 - $16,642
361 New
361 $14,000
Q1 2022

May 16, 2022
SELL
$44.42 - $51.73 $3.45 Million - $4.02 Million
-77,721 Closed
0 $0
Q4 2021

Feb 17, 2022
BUY
$48.64 - $55.07 $3.74 Million - $4.24 Million
76,962 Added 10139.92%
77,721 $0
Q2 2021

Aug 17, 2021
SELL
$48.39 - $52.91 $3.46 Million - $3.78 Million
-71,488 Reduced 98.95%
759 $79,000
Q1 2018

May 07, 2018
BUY
N/A
72,247 New
72,247 $4.99 Million

Others Institutions Holding SCHA

# of Institutions
1,256
Shares Held
272M
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
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More about SCHA
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