Evoke Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Evoke Wealth, LLC holds 5,705 shares of SCHA stock, worth $149,528. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,705

Holding current value

$149,528

% of portfolio

0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$46.9 - $51.96 $267,564 - $296,431	5,705 New	5,705 $294 Million
Q1 2024 May 15, 2024	BUY	$44.84 - $49.24 $1,793 - $1,969	40 Added 0.71%	5,705 $280,000
Q4 2023 Feb 12, 2024	SELL	$38.13 - $48.02 $657,475 - $828,008	-17,243 Reduced 75.27%	5,665 $267,000
Q3 2023 Nov 13, 2023	BUY	$40.85 - $46.1 $704,376 - $794,902	17,243 Added 304.38%	22,908 $948,000
Q2 2023 Aug 09, 2023	BUY	$39.91 - $43.82 $23,187 - $25,459	581 Added 11.43%	5,665 $248,000
Q1 2022 May 10, 2022	BUY	$44.42 - $51.73 $112,915 - $131,497	2,542 Added 100.0%	5,084 $241,000
Q4 2021 Feb 09, 2022	BUY	$48.64 - $55.07 $117,465 - $132,994	2,415 Added 1901.57%	2,542 $260,000
Q2 2021 Aug 05, 2021	SELL	$48.39 - $52.91 $20,565 - $22,486	-425 Reduced 76.99%	127 $13,000
Q1 2021 May 13, 2021	BUY	$43.89 - $52.63 $18,653 - $22,367	425 Added 334.65%	552 $55,000
Q2 2020 Aug 10, 2020	BUY	$23.59 - $35.22 $2,995 - $4,472	127 New	127 $8,000

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

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 Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Account