A detailed history of Element Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Element Wealth, LLC holds 56,985 shares of SCHA stock, worth $1.57 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
56,985
Previous 57,738 1.3%
Holding current value
$1.57 Million
Previous $2.74 Million 7.12%
% of portfolio
1.57%
Previous 1.55%

Shares

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

Oct 23, 2024

SELL
$46.9 - $51.96 $35,315 - $39,125
-753 Reduced 1.3%
56,985 $2.93 Million
Q2 2024

Aug 08, 2024

SELL
$45.24 - $49.04 $16,557 - $17,948
-366 Reduced 0.63%
57,738 $2.74 Million
Q1 2024

May 09, 2024

SELL
$44.84 - $49.24 $7,084 - $7,779
-158 Reduced 0.27%
58,104 $2.86 Million
Q4 2023

Feb 01, 2024

SELL
$38.13 - $48.02 $27,339 - $34,430
-717 Reduced 1.22%
58,262 $2.75 Million
Q3 2023

Nov 08, 2023

BUY
$40.85 - $46.1 $14,460 - $16,319
354 Added 0.6%
58,979 $2.44 Million
Q2 2023

Aug 07, 2023

SELL
$39.91 - $43.82 $8,580 - $9,421
-215 Reduced 0.37%
58,625 $2.57 Million
Q1 2023

May 03, 2023

SELL
$39.82 - $46.36 $63,194 - $73,573
-1,587 Reduced 2.63%
58,840 $2.47 Million
Q4 2022

Jan 17, 2023

SELL
$38.25 - $43.54 $35,113 - $39,969
-918 Reduced 1.5%
60,427 $0
Q3 2022

Nov 08, 2022

SELL
$37.65 - $45.9 $11,709 - $14,274
-311 Reduced 0.5%
61,345 $2.32 Million
Q2 2022

Jul 22, 2022

SELL
$37.88 - $48.01 $16,742 - $21,220
-442 Reduced 0.71%
61,656 $2.4 Million
Q1 2022

Apr 28, 2022

BUY
$44.42 - $51.73 $1.34 Million - $1.56 Million
30,214 Added 94.76%
62,098 $2.94 Million
Q4 2021

Feb 03, 2022

SELL
$48.64 - $55.07 $354,780 - $401,680
-7,294 Reduced 18.62%
31,884 $3.27 Million
Q3 2021

Nov 01, 2021

BUY
$48.3 - $52.49 $3,574 - $3,884
74 Added 0.19%
39,178 $3.92 Million
Q2 2021

Aug 02, 2021

SELL
$48.39 - $52.91 $27,050 - $29,576
-559 Reduced 1.41%
39,104 $4.07 Million
Q1 2021

May 05, 2021

SELL
$43.89 - $52.63 $18,828 - $22,578
-429 Reduced 1.07%
39,663 $3.95 Million
Q4 2020

Feb 05, 2021

SELL
$34.66 - $45.17 $102,974 - $134,200
-2,971 Reduced 6.9%
40,092 $3.57 Million
Q3 2020

Nov 06, 2020

SELL
$32.09 - $36.38 $138,981 - $157,561
-4,331 Reduced 9.14%
43,063 $2.94 Million
Q2 2020

Aug 06, 2020

BUY
$23.59 - $35.22 $24,675 - $36,840
1,046 Added 2.26%
47,394 $3.1 Million
Q1 2020

May 14, 2020

SELL
$22.29 - $38.7 $8,381 - $14,551
-376 Reduced 0.8%
46,348 $2.39 Million
Q4 2019

Feb 12, 2020

BUY
$33.63 - $38.03 $1.57 Million - $1.78 Million
46,724 New
46,724 $3.53 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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