A detailed history of Copperwynd Financial, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Copperwynd Financial, LLC holds 109,487 shares of SCHA stock, worth $2.81 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
109,487
Previous 103,089 6.21%
Holding current value
$2.81 Million
Previous $4.89 Million 15.27%
% of portfolio
1.71%
Previous 1.54%

Shares

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

Nov 04, 2024

BUY
$46.9 - $51.96 $300,066 - $332,440
6,398 Added 6.21%
109,487 $5.64 Million
Q2 2024

Aug 15, 2024

BUY
$45.24 - $49.04 $709,589 - $769,192
15,685 Added 17.95%
103,089 $4.89 Million
Q1 2024

Apr 30, 2024

BUY
$44.84 - $49.24 $292,939 - $321,684
6,533 Added 8.08%
87,404 $4.3 Million
Q4 2023

Feb 13, 2024

BUY
$38.13 - $48.02 $262,525 - $330,617
6,885 Added 9.31%
80,871 $3.82 Million
Q3 2023

Nov 07, 2023

BUY
$40.85 - $46.1 $49,265 - $55,596
1,206 Added 1.66%
73,986 $3.06 Million
Q2 2023

Aug 08, 2023

BUY
$39.91 - $43.82 $2.9 Million - $3.19 Million
72,780 New
72,780 $3.19 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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