Foster & Motley Inc Schwab Strategic Tr Us Small C Transaction History

Foster & Motley Inc

  • $1.58 Billion
  • Q3 2024

A detailed history of Foster & Motley Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Foster & Motley Inc holds 6,225 shares of SCHA stock, worth $171,996. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,225
Previous 5,782 7.66%
Holding current value
$171,996
Previous $274,000 17.15%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$46.9 - $51.96 $20,776 - $23,018
443 Added 7.66%
6,225 $321,000
Q2 2024

Aug 02, 2024
SELL
$45.24 - $49.04 $44,923 - $48,696
-993 Reduced 14.66%
5,782 $274,000
Q1 2024

Apr 18, 2024
BUY
$44.84 - $49.24 $52,956 - $58,152
1,181 Added 21.11%
6,775 $334,000
Q4 2023

Feb 01, 2024
BUY
$38.13 - $48.02 $213,299 - $268,623
5,594 New
5,594 $264,000
Q2 2023

Aug 08, 2023
SELL
$39.91 - $43.82 $2,673 - $2,935
-67 Reduced 1.12%
5,915 $259,000
Q1 2023

May 09, 2023
SELL
$39.82 - $46.36 $33,130 - $38,571
-832 Reduced 12.21%
5,982 $251,000
Q4 2022

Feb 09, 2023
BUY
$38.25 - $43.54 $8,529 - $9,709
223 Added 3.38%
6,814 $276,000
Q3 2022

Nov 04, 2022
SELL
$37.65 - $45.9 $37,838 - $46,129
-1,005 Reduced 13.23%
6,591 $249,000
Q2 2022

Aug 09, 2022
BUY
$37.88 - $48.01 $30,304 - $38,408
800 Added 11.77%
7,596 $296,000
Q1 2022

Apr 28, 2022
BUY
$44.42 - $51.73 $158,845 - $184,986
3,576 Added 111.06%
6,796 $322,000
Q4 2021

Jan 25, 2022
SELL
$48.64 - $55.07 $7,198 - $8,150
-148 Reduced 4.39%
3,220 $330,000
Q3 2021

Oct 29, 2021
SELL
$48.3 - $52.49 $16,373 - $17,794
-339 Reduced 9.14%
3,368 $337,000
Q2 2021

Jul 20, 2021
SELL
$48.39 - $52.91 $9,919 - $10,846
-205 Reduced 5.24%
3,707 $386,000
Q1 2021

Apr 26, 2021
SELL
$43.89 - $52.63 $8,382 - $10,052
-191 Reduced 4.66%
3,912 $390,000
Q4 2020

Feb 01, 2021
SELL
$34.66 - $45.17 $4,609 - $6,007
-133 Reduced 3.14%
4,103 $365,000
Q3 2020

Oct 19, 2020
SELL
$32.09 - $36.38 $18,933 - $21,464
-590 Reduced 12.23%
4,236 $289,000
Q2 2020

Jul 20, 2020
SELL
$23.59 - $35.22 $21,514 - $32,120
-912 Reduced 15.89%
4,826 $315,000
Q1 2020

Apr 21, 2020
BUY
$22.29 - $38.7 $2,006 - $3,483
90 Added 1.59%
5,738 $296,000
Q4 2019

Feb 05, 2020
BUY
$33.63 - $38.03 $11,131 - $12,587
331 Added 6.23%
5,648 $427,000
Q3 2019

Oct 24, 2019
BUY
$34.78 - $36.12 $184,925 - $192,050
5,317 New
5,317 $371,000
Q4 2018

Jan 30, 2019
SELL
N/A
-2,923 Closed
0 $0
Q3 2018

Oct 31, 2018
BUY
N/A
2,923 New
2,923 $223,000

Others Institutions Holding SCHA

# of Institutions
1,136
Shares Held
234M
Call Options Held
44.7K
Put Options Held
32.4K
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 Foster & Motley Inc Portfolio

Follow Foster & Motley 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 Foster & Motley Inc, based on Form 13F filings with the SEC.

News

Stay updated on Foster & Motley Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email