Elmwood Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Elmwood Wealth Management, Inc.

  • $219 Million
  • Q1 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 28,862 shares of SCHA stock, worth $1.36 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
28,862
Previous 8,722 230.91%
Holding current value
$1.36 Million
Previous $412,000 244.9%
% of portfolio
0.65%
Previous 0.3%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$44.84 - $49.24 $903,077 - $991,693
20,140 Added 230.91%
28,862 $1.42 Million
Q4 2023

Jan 30, 2024
SELL
$38.13 - $48.02 $910,315 - $1.15 Million
-23,874 Reduced 73.24%
8,722 $412,000
Q3 2023

Nov 15, 2023
SELL
$40.85 - $46.1 $80,270 - $90,586
-1,965 Reduced 5.69%
32,596 $1.35 Million
Q2 2023

Aug 10, 2023
SELL
$39.91 - $43.82 $91,753 - $100,742
-2,299 Reduced 6.24%
34,561 $1.51 Million
Q1 2023

Apr 28, 2023
SELL
$39.82 - $46.36 $13,339 - $15,530
-335 Reduced 0.9%
36,860 $1.55 Million
Q4 2022

Jan 25, 2023
SELL
$39.61 - $43.54 $6,892 - $7,575
-174 Reduced 0.47%
37,195 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-2,009 Reduced 5.1%
37,369 $1.41 Million
Q2 2022

Jul 12, 2022
BUY
N/A
1,720 Added 4.57%
39,378 $1.54 Million
Q1 2022

May 16, 2022
BUY
N/A
21,188 Added 128.65%
37,658 $1.78 Million
Q4 2021

Feb 08, 2022
BUY
N/A
716 Added 4.54%
16,470 $1.69 Million
Q2 2021

Aug 13, 2021
BUY
N/A
40 Added 0.25%
15,754 $1.64 Million
Q1 2021

May 13, 2021
BUY
N/A
1,216 Added 8.39%
15,714 $0
Q2 2020

Aug 13, 2020
SELL
N/A
-27,084 Reduced 65.13%
14,498 $947,000
Q1 2020

May 12, 2020
BUY
N/A
20,336 Added 95.72%
41,582 $0
Q4 2019

Feb 05, 2020
SELL
N/A
-92 Reduced 0.43%
21,246 $1.61 Million
Q3 2019

Nov 13, 2019
SELL
N/A
-1,024 Reduced 4.58%
21,338 $1.49 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-685 Reduced 2.97%
22,362 $1.6 Million
Q1 2019

May 22, 2019
SELL
N/A
-15,726 Reduced 40.56%
23,047 $1.61 Million
Q4 2018

Feb 14, 2019
BUY
N/A
66 Added 0.17%
38,773 $0
Q3 2018

Oct 11, 2018
BUY
N/A
876 Added 2.32%
38,707 $2.95 Billion
Q2 2018

Aug 22, 2018
SELL
N/A
-3,751 Reduced 9.02%
37,831 $2.78 Billion
Q1 2018

May 10, 2018
BUY
N/A
41,582 New
41,582 $2.87 Billion

Others Institutions Holding SCHA

# of Institutions
1,103
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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