Gallagher Fiduciary Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Gallagher Fiduciary Advisors, LLC

  • $436 Million
  • Q2 2024

A detailed history of Gallagher Fiduciary Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 6,660 shares of SCHA stock, worth $184,015. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,660
Previous 7,315 8.95%
Holding current value
$184,015
Previous $360,000 12.22%
% of portfolio
0.07%
Previous 0.01%

Shares

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

Aug 14, 2024
SELL
$45.24 - $49.04 $29,632 - $32,121
-655 Reduced 8.95%
6,660 $316,000
Q3 2023

Nov 14, 2023
SELL
$40.85 - $46.1 $81 - $92
-2 Reduced 0.03%
7,315 $302,000
Q2 2023

Aug 14, 2023
SELL
$39.91 - $43.82 $21,072 - $23,136
-528 Reduced 6.73%
7,317 $320,000
Q1 2023

May 15, 2023
BUY
$39.82 - $46.36 $312,387 - $363,694
7,845 New
7,845 $328,000

Others Institutions Holding SCHA

# of Institutions
1,135
Shares Held
233M
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 Gallagher Fiduciary Advisors, LLC Portfolio

Follow Gallagher Fiduciary Advisors, 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 Gallagher Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gallagher Fiduciary Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email