Financial Perspectives, Inc Schwab Strategic Tr Us Small C Transaction History

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Financial Perspectives, Inc holds 200 shares of SCHA stock, worth $5,358. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 99 102.02%
Holding current value
$5,358
Previous $5.12 Million 1.05%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$25.33 - $51.16 $2,558 - $5,167
101 Added 102.02%
200 $5.17 Million
Q4 2023

Feb 01, 2024
BUY
$38.13 - $48.02 $38 - $48
1 Added 1.02%
99 $4.65 Million
Q1 2022

Jan 09, 2024
BUY
$44.42 - $51.73 $2,176 - $2,534
49 Added 100.0%
98 $4.64 Million
Q2 2021

Jan 09, 2024
SELL
$48.39 - $52.91 $233,965 - $255,819
-4,835 Reduced 99.0%
49 $5.11 Million
Q1 2021

Jan 09, 2024
BUY
$43.89 - $52.63 $212,208 - $254,466
4,835 Added 9867.35%
4,884 $49,000
Q4 2019

Jan 09, 2024
BUY
$33.63 - $38.03 $1,647 - $1,863
49 New
49 $3.71 Million

Others Institutions Holding SCHA

# of Institutions
1,237
Shares Held
271M
Call Options Held
66.4K
Put Options Held
2.7K
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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