A detailed history of First Republic Investment Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 311,886 shares of SCHA stock, worth $8.62 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
311,886
Previous 305,867 1.97%
Holding current value
$8.62 Million
Previous $13.4 Million 3.57%
% of portfolio
0.04%
Previous 0.07%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

BUY
$40.85 - $46.1 $245,876 - $277,475
6,019 Added 1.97%
311,886 $12.9 Million
Q2 2023

Jul 28, 2023

SELL
$39.91 - $43.82 $808,576 - $887,793
-20,260 Reduced 6.21%
305,867 $13.4 Million
Q1 2023

May 11, 2023

SELL
$39.82 - $46.36 $150,678 - $175,426
-3,784 Reduced 1.15%
326,127 $13.7 Million
Q4 2022

Feb 13, 2023

BUY
$38.25 - $43.54 $438,153 - $498,750
11,455 Added 3.6%
329,911 $13.4 Million
Q3 2022

Nov 03, 2022

BUY
$37.65 - $45.9 $257,827 - $314,323
6,848 Added 2.2%
318,456 $12 Million
Q2 2022

Aug 16, 2022

SELL
$37.88 - $48.01 $2.27 Million - $2.88 Million
-59,951 Reduced 16.13%
311,608 $12.2 Million
Q1 2022

May 16, 2022

BUY
$44.42 - $51.73 $8.88 Million - $10.3 Million
199,955 Added 116.52%
371,559 $17.6 Million
Q4 2021

Feb 09, 2022

BUY
$48.64 - $55.07 $479,152 - $542,494
9,851 Added 6.09%
171,604 $17.6 Million
Q3 2021

Nov 12, 2021

BUY
$48.3 - $52.49 $1.02 Million - $1.11 Million
21,102 Added 15.0%
161,753 $16.2 Million
Q2 2021

Aug 16, 2021

BUY
$48.39 - $52.91 $807,580 - $883,014
16,689 Added 13.46%
140,651 $14.7 Million
Q1 2021

May 14, 2021

BUY
$43.89 - $52.63 $57,188 - $68,576
1,303 Added 1.06%
123,962 $12.4 Million
Q4 2020

Feb 16, 2021

BUY
$34.66 - $45.17 $206,019 - $268,490
5,944 Added 5.09%
122,659 $10.9 Million
Q3 2020

Nov 12, 2020

BUY
$32.09 - $36.38 $901,793 - $1.02 Million
28,102 Added 31.71%
116,715 $7.97 Million
Q2 2020

Aug 13, 2020

BUY
$23.59 - $35.22 $1.91 Million - $2.84 Million
80,761 Added 1028.54%
88,613 $5.79 Million
Q1 2020

May 13, 2020

SELL
$22.29 - $38.7 $161,335 - $280,110
-7,238 Reduced 47.97%
7,852 $405,000
Q4 2019

Feb 14, 2020

BUY
$33.63 - $38.03 $975 - $1,102
29 Added 0.19%
15,090 $1.14 Million
Q3 2019

Nov 08, 2019

SELL
$34.78 - $36.12 $36,484 - $37,889
-1,049 Reduced 6.51%
15,061 $1.05 Million
Q2 2019

Aug 07, 2019

SELL
N/A
-302 Reduced 1.84%
16,110 $1.15 Million
Q1 2019

Apr 30, 2019

BUY
N/A
36 Added 0.22%
16,412 $1.15 Million
Q4 2018

Feb 12, 2019

SELL
N/A
-2,518 Reduced 13.33%
16,376 $994,000
Q3 2018

Nov 13, 2018

BUY
N/A
2,484 Added 15.14%
18,894 $1.44 Million
Q2 2018

Aug 14, 2018

BUY
N/A
510 Added 3.21%
16,410 $1.21 Million
Q1 2018

May 10, 2018

SELL
N/A
-3,293 Reduced 17.16%
15,900 $1.1 Million
Q4 2017

Feb 09, 2018

BUY
N/A
1,751 Added 10.04%
19,193 $1.34 Million
Q3 2017

Nov 14, 2017

BUY
N/A
17,442
17,442 $1.18 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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