A detailed history of Financial Architects, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Financial Architects, Inc holds 15,297 shares of SCHA stock, worth $422,656. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,297
Previous 12,822 19.3%
Holding current value
$422,656
Previous $537,000 24.77%
% of portfolio
0.1%
Previous 0.09%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$39.91 - $43.82 $98,777 - $108,454
2,475 Added 19.3%
15,297 $670,000
Q1 2023

May 12, 2023

SELL
$39.82 - $46.36 $2,548 - $2,967
-64 Reduced 0.5%
12,822 $537,000
Q4 2022

Feb 06, 2023

SELL
$38.25 - $43.54 $48,883 - $55,644
-1,278 Reduced 9.02%
12,886 $522,000
Q3 2022

Nov 14, 2022

BUY
$37.65 - $45.9 $533,274 - $650,127
14,164 New
14,164 $535,000
Q2 2022

Aug 11, 2022

SELL
$37.88 - $48.01 $498,993 - $632,435
-13,173 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$44.42 - $51.73 $284,243 - $331,020
6,399 Added 94.46%
13,173 $624,000
Q4 2021

Feb 14, 2022

BUY
$48.64 - $55.07 $8,901 - $10,077
183 Added 2.78%
6,774 $694,000
Q3 2021

Nov 12, 2021

SELL
$48.3 - $52.49 $41,199 - $44,773
-853 Reduced 11.46%
6,591 $660,000
Q2 2021

Aug 10, 2021

BUY
$48.39 - $52.91 $4,016 - $4,391
83 Added 1.13%
7,444 $776,000
Q1 2021

May 17, 2021

SELL
$43.89 - $52.63 $3,247 - $3,894
-74 Reduced 1.0%
7,361 $734,000
Q4 2020

Feb 17, 2021

SELL
$34.66 - $45.17 $4,852 - $6,323
-140 Reduced 1.85%
7,435 $662,000
Q3 2020

Nov 09, 2020

SELL
$32.09 - $36.38 $45,856 - $51,987
-1,429 Reduced 15.87%
7,575 $518,000
Q2 2020

Aug 11, 2020

SELL
$23.59 - $35.22 $16,229 - $24,231
-688 Reduced 7.1%
9,004 $588,000
Q1 2020

May 07, 2020

SELL
$22.29 - $38.7 $17,965 - $31,192
-806 Reduced 7.68%
9,692 $499,000
Q4 2019

Feb 14, 2020

SELL
$33.63 - $38.03 $773 - $874
-23 Reduced 0.22%
10,498 $794,000
Q3 2019

Nov 06, 2019

BUY
$34.78 - $36.12 $49,491 - $51,398
1,423 Added 15.64%
10,521 $734,000
Q2 2019

Aug 14, 2019

SELL
N/A
-8,292 Reduced 47.68%
9,098 $650,000
Q1 2019

May 13, 2019

BUY
N/A
8,103 Added 87.25%
17,390 $1.22 Million
Q1 2019

May 03, 2019

SELL
N/A
-8,414 Reduced 47.53%
9,287 $649,000
Q4 2018

Feb 01, 2019

SELL
N/A
-304 Reduced 1.69%
17,701 $1.07 Million
Q3 2018

Oct 29, 2018

SELL
N/A
-972 Reduced 5.12%
18,005 $1.37 Million
Q2 2018

Aug 03, 2018

BUY
N/A
2,529 Added 15.38%
18,977 $1.4 Million
Q1 2018

Apr 23, 2018

SELL
N/A
-3,875 Reduced 19.07%
16,448 $1.14 Million
Q4 2017

Feb 12, 2018

SELL
N/A
-19 Reduced 0.09%
20,323 $1.42 Million
Q3 2017

Nov 01, 2017

BUY
N/A
7,928 Added 63.86%
20,342 $1.37 Million
Q3 2017

Oct 23, 2017

BUY
N/A
12,414
12,414 $836,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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