A detailed history of Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Financial Advisors, LLC holds 31,172 shares of SCHA stock, worth $1.46 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
31,172
Previous 32,579 4.32%
Holding current value
$1.46 Million
Previous $1.54 Million 0.32%
% of portfolio
0.32%
Previous 0.35%

Shares

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

May 03, 2024

SELL
$44.84 - $49.24 $63,089 - $69,280
-1,407 Reduced 4.32%
31,172 $1.53 Million
Q4 2023

Feb 05, 2024

SELL
$38.13 - $48.02 $36.3 Million - $45.7 Million
-952,126 Reduced 96.69%
32,579 $1.54 Million
Q3 2023

Oct 10, 2023

BUY
$40.85 - $46.1 $725,250 - $818,459
17,754 Added 1.84%
984,705 $40.8 Million
Q2 2023

Aug 01, 2023

BUY
$39.91 - $43.82 $1.28 Million - $1.4 Million
32,008 Added 3.42%
966,951 $42.4 Million
Q1 2023

May 04, 2023

BUY
$39.82 - $46.36 $1.29 Million - $1.5 Million
32,419 Added 3.59%
934,943 $39.2 Million
Q4 2022

Feb 14, 2023

BUY
$39.61 - $43.54 $979,555 - $1.08 Million
24,730 Added 2.82%
902,524 $36.6 Million
Q3 2022

Nov 14, 2022

BUY
N/A
69,651 Added 8.62%
877,794 $33.7 Million
Q2 2022

Aug 12, 2022

BUY
N/A
41,859 Added 5.46%
808,143 $31.5 Million
Q1 2022

May 12, 2022

BUY
N/A
401,961 Added 110.33%
766,284 $36.3 Million
Q4 2021

Feb 11, 2022

BUY
N/A
26,840 Added 7.95%
364,323 $37.3 Million
Q3 2021

Nov 12, 2021

BUY
N/A
20,135 Added 6.34%
337,483 $33.8 Million
Q2 2021

Aug 13, 2021

BUY
N/A
28,979 Added 10.05%
317,348 $33.1 Million
Q1 2021

Apr 16, 2021

BUY
N/A
24,942 Added 9.47%
288,369 $28.7 Million
Q4 2020

Feb 12, 2021

BUY
N/A
9,931 Added 3.92%
263,427 $23.4 Million
Q3 2020

Nov 13, 2020

BUY
N/A
9,151 Added 3.75%
253,496 $17.3 Million
Q2 2020

Aug 14, 2020

BUY
N/A
29,374 Added 13.66%
244,345 $16 Million
Q1 2020

May 15, 2020

BUY
N/A
34,043 Added 18.82%
214,971 $11.1 Million
Q4 2019

Feb 13, 2020

BUY
N/A
8,542 Added 4.96%
180,928 $13.7 Million
Q3 2019

Nov 05, 2019

BUY
N/A
61,523 Added 55.49%
172,386 $12 Million
Q2 2019

Jul 31, 2019

BUY
N/A
14,122 Added 14.6%
110,863 $7.92 Million
Q1 2019

May 15, 2019

BUY
N/A
16,036 Added 19.87%
96,741 $6.77 Million
Q4 2018

Feb 14, 2019

BUY
N/A
80,705 New
80,705 $4.9 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
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More about SCHA
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