Finer Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Finer Wealth Management, Inc.

$165 Million
Q1 2025

A detailed history of Finer Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 39,275 shares of SCHA stock, worth $948,884. This represents 0.56% of its overall portfolio holdings.

Number of Shares

39,275

Previous 43,373 9.45%

Holding current value

$948,884

Previous $1.12 Million 17.93%

% of portfolio

0.56%

Previous 0.65%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$23.16 - $27.04 $94,909 - $110,809	-4,098 Reduced 9.45%	39,275 $920,000
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $641,203 - $1.3 Million	25,314 Added 140.17%	43,373 $1.12 Million
Q3 2024 Nov 13, 2024	BUY	$46.9 - $51.96 $294,625 - $326,412	6,282 Added 53.34%	18,059 $930,000
Q2 2024 Aug 13, 2024	BUY	$45.24 - $49.04 $266,011 - $288,355	5,880 Added 99.71%	11,777 $558,000
Q1 2024 Apr 26, 2024	BUY	$44.84 - $49.24 $264,421 - $290,368	5,897 New	5,897 $290,000

Others Institutions Holding SCHA

# of Institutions

1,258

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Finer Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History