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

Evoke Wealth, LLC

$3.83 Trillion
Q1 2025

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 25,557 shares of SCHA stock, worth $656,303. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,557

Previous 25,557 -0.0%

Holding current value

$656,303

Previous $661 Million 9.4%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$25.33 - $51.16 $502,851 - $1.02 Million	19,852 Added 347.98%	25,557 $661 Million
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

1,262

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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