Eley Financial Management, Inc Schwab Strategic Tr Us Small C Transaction History

Eley Financial Management, Inc

$250 Billion
Q1 2025

A detailed history of Eley Financial Management, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Eley Financial Management, Inc holds 38,375 shares of SCHA stock, worth $917,930. This represents 0.36% of its overall portfolio holdings.

Number of Shares

38,375

Previous 39,064 1.76%

Holding current value

$917,930

Previous $1.01 Billion 10.8%

% of portfolio

0.36%

Previous 0.39%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$23.16 - $27.04 $15,957 - $18,630	-689 Reduced 1.76%	38,375 $901 Million
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $487,323 - $984,267	19,239 Added 97.04%	39,064 $1.01 Billion
Q3 2024 Nov 12, 2024	SELL	$46.9 - $51.96 $5,956 - $6,598	-127 Reduced 0.64%	19,825 $1.02 Billion
Q2 2024 Aug 09, 2024	SELL	$45.24 - $49.04 $20,900 - $22,656	-462 Reduced 2.26%	19,952 $947 Million
Q1 2024 May 14, 2024	SELL	$44.84 - $49.24 $13,721 - $15,067	-306 Reduced 1.48%	20,414 $1.01 Billion
Q4 2023 Feb 02, 2024	BUY	$38.13 - $48.02 $1,067 - $1,344	28 Added 0.14%	20,720 $979 Million
Q3 2023 Oct 31, 2023	SELL	$40.85 - $46.1 $40,645 - $45,869	-995 Reduced 4.59%	20,692 $860 Million
Q2 2023 Aug 03, 2023	BUY	$39.91 - $43.82 $8,460 - $9,289	212 Added 0.99%	21,687 $950 Million
Q1 2023 May 11, 2023	BUY	$39.82 - $46.36 $855,134 - $995,581	21,475 New	21,475 $900 Million
Q4 2022 May 12, 2023	BUY	$38.25 - $43.54 $36,299 - $41,319	949 Added 4.42%	22,424 $908 Million

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

247M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Eley Financial Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Eley Financial Management, Inc with notifications on news.

Account

Eley Financial Management, Inc Schwab Strategic Tr Us Small C Transaction History