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

Crescent Grove Advisors, LLC

  • $910 Million
  • Q1 2025

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 10,540 shares of SCHA stock, worth $254,646. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,540
Previous 30,928 65.92%
Holding current value
$254,646
Previous $799,000 69.21%
% of portfolio
0.03%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$23.16 - $27.04 $472,186 - $551,291
-20,388 Reduced 65.92%
10,540 $246,000
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
1,257
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
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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