Financial Counselors Inc Schwab Strategic Tr Us Small C Transaction History

Financial Counselors Inc

  • $6.18 Billion
  • Q2 2024

A detailed history of Financial Counselors Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Financial Counselors Inc holds 161,361 shares of SCHA stock, worth $8.3 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
161,361
Previous 161,377 0.01%
Holding current value
$8.3 Million
Previous $7.95 Million 3.65%
% of portfolio
0.12%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$45.24 - $49.04 $723 - $784
-16 Reduced 0.01%
161,361 $7.66 Million
Q1 2024

May 02, 2024
SELL
$44.84 - $49.24 $90,666 - $99,563
-2,022 Reduced 1.24%
161,377 $7.95 Million
Q2 2023

Jul 27, 2023
BUY
$39.91 - $43.82 $5,188 - $5,696
130 Added 0.08%
163,399 $7.16 Million
Q4 2022

Feb 14, 2023
BUY
$38.25 - $43.54 $1.72 Million - $1.95 Million
44,861 Added 37.89%
163,269 $6.61 Million
Q2 2022

Aug 02, 2022
BUY
$37.88 - $48.01 $15,152 - $19,204
400 Added 0.34%
118,408 $4.62 Million
Q1 2022

Apr 28, 2022
BUY
$44.42 - $51.73 $2.62 Million - $3.05 Million
59,004 Added 100.0%
118,008 $5.59 Million
Q4 2021

Feb 10, 2022
SELL
$48.64 - $55.07 $88,622 - $100,337
-1,822 Reduced 3.0%
59,004 $6.04 Million
Q3 2021

Oct 26, 2021
BUY
$48.3 - $52.49 $45,691 - $49,655
946 Added 1.58%
60,826 $6.09 Million
Q1 2021

Apr 29, 2021
SELL
$43.89 - $52.63 $833 - $999
-19 Reduced 0.03%
59,880 $5.97 Million
Q4 2020

Feb 10, 2021
BUY
$34.66 - $45.17 $2.08 Million - $2.71 Million
59,899 New
59,899 $5.33 Million
Q1 2020

Apr 23, 2020
SELL
$22.29 - $38.7 $136,838 - $237,579
-6,139 Closed
0 $0
Q3 2019

Nov 08, 2019
SELL
$34.78 - $36.12 $5,217 - $5,418
-150 Reduced 2.39%
6,139 $428,000
Q1 2019

May 10, 2019
SELL
N/A
-3,532 Reduced 35.96%
6,289 $440,000
Q4 2018

Feb 01, 2019
BUY
N/A
375 Added 3.97%
9,821 $596,000
Q2 2018

Aug 03, 2018
SELL
N/A
-2,610 Reduced 21.65%
9,446 $695,000
Q1 2018

Apr 26, 2018
SELL
N/A
-760 Reduced 5.93%
12,056 $833,000
Q4 2017

Feb 12, 2018
SELL
N/A
-1,380 Reduced 9.72%
12,816 $894,000
Q3 2017

Nov 13, 2017
SELL
N/A
-155 Reduced 1.08%
14,196 $956,000
Q2 2017

Aug 10, 2017
BUY
N/A
14,351
14,351 $917,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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