Clearstead Trust, LLC Schwab Strategic Tr Us Small C Transaction History

Clearstead Trust, LLC

  • $372 Million
  • Q3 2024

A detailed history of Clearstead Trust, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clearstead Trust, LLC holds 6,191 shares of SCHA stock, worth $166,661. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,191
Previous 6,191 -0.0%
Holding current value
$166,661
Previous $293,000 8.53%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$38.13 - $48.02 $7,473 - $9,411
-196 Reduced 3.07%
6,191 $292,000
Q2 2023

Aug 08, 2023
BUY
$39.91 - $43.82 $247,082 - $271,289
6,191 Added 3158.67%
6,387 $279,000
Q3 2022

Nov 10, 2022
BUY
$37.65 - $45.9 $7,379 - $8,996
196 New
196 $7,000
Q3 2017

Nov 17, 2017
SELL
N/A
-500 Closed
0 $0
Q2 2017

Aug 21, 2017
BUY
N/A
500
500 $32,000

Others Institutions Holding SCHA

# of Institutions
1,144
Shares Held
146M
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
Track This Portfolio

Track Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email