Congress Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Congress Wealth Management LLC holds 142,016 shares of SCHA stock, worth $3.92 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
142,016
Previous 143,323 0.91%
Holding current value
$3.92 Million
Previous $7.06 Million 4.52%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Aug 13, 2024
SELL
$45.24 - $49.04 $59,128 - $64,095
-1,307 Reduced 0.91%
142,016 $6.74 Million
Q1 2024

Apr 18, 2024
BUY
$44.84 - $49.24 $37,262 - $40,918
831 Added 0.58%
143,323 $7.06 Million
Q4 2023

Feb 09, 2024
BUY
$38.13 - $48.02 $87,012 - $109,581
2,282 Added 1.63%
142,492 $6.73 Million
Q3 2023

Oct 30, 2023
SELL
$40.85 - $46.1 $1.02 Million - $1.15 Million
-24,984 Reduced 15.12%
140,210 $5.81 Million
Q2 2023

Jul 13, 2023
SELL
$39.91 - $43.82 $181,949 - $199,775
-4,559 Reduced 2.69%
165,194 $7.24 Million
Q1 2023

Apr 14, 2023
BUY
$39.82 - $46.36 $239,119 - $278,391
6,005 Added 3.67%
169,753 $7.12 Million
Q4 2022

Feb 02, 2023
SELL
$38.25 - $43.54 $143,896 - $163,797
-3,762 Reduced 2.25%
163,748 $6.63 Million
Q3 2022

Nov 08, 2022
BUY
$37.65 - $45.9 $7,115 - $8,675
189 Added 0.11%
167,510 $6.33 Million
Q2 2022

Aug 11, 2022
BUY
$37.88 - $48.01 $311,563 - $394,882
8,225 Added 5.17%
167,321 $6.52 Million
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $2.7 Million - $3.14 Million
60,717 Added 61.72%
159,096 $7.53 Million
Q4 2021

Feb 04, 2022
BUY
$48.64 - $55.07 $4.79 Million - $5.42 Million
98,379 New
98,379 $10.1 Million

Others Institutions Holding SCHA

# of Institutions
1,136
Shares Held
234M
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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