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 20,414 shares of SCHA stock, worth $962,724. This represents 0.43% of its overall portfolio holdings.

Number of Shares
20,414
Previous 20,720 1.48%
Holding current value
$962,724
Previous $979 Million 2.69%
% of portfolio
0.43%
Previous 0.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$39.61 - $43.54 $37,589 - $41,319
949 Added 4.42%
22,424 $908 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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