Crescent Grove Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Crescent Grove Advisors, LLC

  • $964 Million
  • Q4 2024

A detailed history of Crescent Grove Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 30,928 shares of SCHA stock, worth $836,293. This represents 0.08% of its overall portfolio holdings.

Number of Shares
30,928
Previous 15,478 99.82%
Holding current value
$836,293
Previous $797,000 0.25%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.33 - $51.16 $391,348 - $790,422
15,450 Added 99.82%
30,928 $799,000
Q1 2024

Apr 29, 2024
BUY
$44.84 - $49.24 $5,649 - $6,204
126 Added 0.82%
15,478 $762,000
Q4 2023

Jan 30, 2024
BUY
$38.13 - $48.02 $13,421 - $16,903
352 Added 2.35%
15,352 $725,000
Q3 2022

Nov 08, 2022
BUY
$37.65 - $45.9 $564,750 - $688,500
15,000 New
15,000 $567,000

Others Institutions Holding SCHA

# of Institutions
1,148
Shares Held
158M
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 Crescent Grove Advisors, LLC Portfolio

Follow Crescent Grove Advisors, 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 Crescent Grove Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crescent Grove Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email