Financial Counselors Inc Schwab Strategic Tr Us Small C Transaction History

Financial Counselors Inc

  • $6.67 Billion
  • Q3 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 $4.54 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
161,361
Previous 161,361 -0.0%
Holding current value
$4.54 Million
Previous $7.66 Million 8.54%
% of portfolio
0.12%
Previous 0.12%

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
1,146
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Financial Counselors Inc Portfolio

Follow Financial Counselors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Counselors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Counselors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email