Econ Financial Services Corp Schwab Strategic Tr Us Small C Transaction History

Econ Financial Services Corp

  • $163 Million
  • Q4 2024

A detailed history of Econ Financial Services Corp transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Econ Financial Services Corp holds 40,397 shares of SCHA stock, worth $966,296. This represents 0.64% of its overall portfolio holdings.

Number of Shares
40,397
Previous 20,886 93.42%
Holding current value
$966,296
Previous $1.08 Million 2.88%
% of portfolio
0.64%
Previous 0.61%

Shares

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

Jan 27, 2025
BUY
$25.33 - $51.16 $494,213 - $998,182
19,511 Added 93.42%
40,397 $1.04 Million
Q3 2024

Oct 18, 2024
SELL
$46.9 - $51.96 $222,306 - $246,290
-4,740 Reduced 18.5%
20,886 $1.08 Million
Q2 2024

Aug 12, 2024
BUY
$45.24 - $49.04 $23,705 - $25,696
524 Added 2.09%
25,626 $1.22 Million
Q1 2024

May 15, 2024
SELL
$44.84 - $49.24 $366,073 - $401,995
-8,164 Reduced 24.54%
25,102 $1.24 Million
Q4 2023

Feb 07, 2024
SELL
$38.13 - $48.02 $25,203 - $31,741
-661 Reduced 1.95%
33,266 $1.57 Million
Q3 2023

Nov 09, 2023
SELL
$40.85 - $46.1 $888,773 - $1 Million
-21,757 Reduced 39.07%
33,927 $1.41 Million
Q2 2023

Aug 08, 2023
SELL
$39.91 - $43.82 $21,591 - $23,706
-541 Reduced 0.96%
55,684 $2.44 Million
Q1 2023

Apr 21, 2023
BUY
$39.82 - $46.36 $2.24 Million - $2.61 Million
56,225 New
56,225 $2.36 Million
Q2 2022

Jul 19, 2022
BUY
$37.88 - $48.01 $447,021 - $566,566
11,801 Added 11.05%
118,623 $4.63 Million
Q1 2022

Apr 22, 2022
BUY
$44.42 - $51.73 $2.74 Million - $3.2 Million
61,770 Added 137.11%
106,822 $5.06 Million
Q4 2021

Jan 26, 2022
BUY
$48.64 - $55.07 $775,564 - $878,091
15,945 Added 54.78%
45,052 $4.61 Million
Q2 2019

Aug 08, 2019
BUY
N/A
3,031 Added 11.62%
29,107 $2.08 Million
Q1 2019

May 08, 2019
SELL
N/A
-15,402 Reduced 37.13%
26,076 $1.82 Million
Q4 2018

Feb 07, 2019
BUY
N/A
41,478 New
41,478 $2.52 Million

Others Institutions Holding SCHA

# of Institutions
1,251
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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