A detailed history of Forefront Analytics, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Forefront Analytics, LLC holds 8,951 shares of SCHA stock, worth $246,062. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,951
Previous 10,424 14.13%
Holding current value
$246,062
Previous $513,000 17.35%
% of portfolio
0.2%
Previous 0.25%

Shares

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

Aug 14, 2024

SELL
$45.24 - $49.04 $66,638 - $72,235
-1,473 Reduced 14.13%
8,951 $424,000
Q1 2024

May 15, 2024

BUY
$44.84 - $49.24 $1,031 - $1,132
23 Added 0.22%
10,424 $513,000
Q4 2023

Feb 13, 2024

BUY
$38.13 - $48.02 $2,097 - $2,641
55 Added 0.53%
10,401 $491,000
Q3 2023

Nov 07, 2023

BUY
$40.85 - $46.1 $1,552 - $1,751
38 Added 0.37%
10,346 $428,000
Q2 2023

Aug 11, 2023

BUY
$39.91 - $43.82 $1,476 - $1,621
37 Added 0.36%
10,308 $451,000
Q1 2023

May 11, 2023

BUY
$39.82 - $46.36 $26,241 - $30,551
659 Added 6.86%
10,271 $430,000
Q4 2022

Feb 13, 2023

BUY
$38.25 - $43.54 $367,659 - $418,506
9,612 New
9,612 $389,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Forefront Analytics, LLC Portfolio

Follow Forefront Analytics, LLC 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 Forefront Analytics, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forefront Analytics, LLC with notifications on news.