Connecticut Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,994 shares of SCHA stock, worth $111,272. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,994
Holding current value
$111,272
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$46.9 - $51.96 $187,318 - $207,528
3,994 New
3,994 $205,000
Q1 2024

May 01, 2024
SELL
$44.84 - $49.24 $582 - $640
-13 Reduced 0.28%
4,603 $226,000
Q4 2023

Feb 06, 2024
BUY
$38.13 - $48.02 $176,008 - $221,660
4,616 New
4,616 $218,000

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 Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, 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 Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email