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

Econ Financial Services Corp

$173 Million
Q1 2025

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 40,088 shares of SCHA stock, worth $987,367. This represents 0.54% of its overall portfolio holdings.

Number of Shares

40,088

Previous 40,397 0.76%

Holding current value

$987,367

Previous $1.04 Million 10.06%

% of portfolio

0.54%

Previous 0.64%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$23.16 - $27.04 $7,156 - $8,355	-309 Reduced 0.76%	40,088 $939,000
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

1,258

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

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