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 $318,341. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,191
Previous 6,191 -0.0%
Holding current value
$318,341
Previous $304,000 3.62%
% of portfolio
0.08%
Previous 0.09%

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

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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