Family Asset Management, LLC Schwab Strategic Tr Us Small C Transaction History

Family Asset Management, LLC

  • $160 Billion
  • Q1 2024

A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Family Asset Management, LLC holds 791 shares of SCHA stock, worth $37,145. This represents 0.02% of its overall portfolio holdings.

Number of Shares
791
Previous 2,092 62.19%
Holding current value
$37,145
Previous $98.8 Million 60.58%
% of portfolio
0.02%
Previous 0.07%

Shares

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

May 14, 2024
SELL
$44.84 - $49.24 $58,336 - $64,061
-1,301 Reduced 62.19%
791 $38.9 Million
Q4 2023

Feb 06, 2024
BUY
$38.13 - $48.02 $228 - $288
6 Added 0.29%
2,092 $98.8 Million
Q3 2023

Nov 02, 2023
SELL
$40.85 - $46.1 $23,856 - $26,922
-584 Reduced 21.87%
2,086 $86.4 Million
Q2 2023

Jul 27, 2023
BUY
$39.91 - $43.82 $4,150 - $4,557
104 Added 4.05%
2,670 $117 Million
Q1 2023

May 03, 2023
BUY
$39.82 - $46.36 $22,896 - $26,657
575 Added 28.88%
2,566 $108 Million
Q4 2022

Jan 18, 2023
BUY
$39.61 - $43.54 $78,863 - $86,688
1,991 New
1,991 $80.7 Million

Others Institutions Holding SCHA

# of Institutions
1,104
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
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More about SCHA
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