Glassman Wealth Services Schwab Strategic Tr Us Small C Transaction History

Glassman Wealth Services

  • $585 Million
  • Q3 2024

A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Glassman Wealth Services holds 650 shares of SCHA stock, worth $16,913. This represents 0.01% of its overall portfolio holdings.

Number of Shares
650
Previous 10,679 93.91%
Holding current value
$16,913
Previous $506,000 93.48%
% of portfolio
0.01%
Previous 0.09%

Shares

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

Nov 12, 2024
SELL
$46.9 - $51.96 $470,360 - $521,106
-10,029 Reduced 93.91%
650 $33,000
Q2 2024

Aug 06, 2024
BUY
$45.24 - $49.04 $471,988 - $511,634
10,433 Added 4241.06%
10,679 $506,000
Q1 2024

May 03, 2024
SELL
$44.84 - $49.24 $1,434 - $1,575
-32 Reduced 11.51%
246 $12,000
Q4 2023

Feb 09, 2024
BUY
$38.13 - $48.02 $1,220 - $1,536
32 Added 13.01%
278 $13,000
Q2 2023

Aug 08, 2023
SELL
$39.91 - $43.82 $35,040 - $38,473
-878 Reduced 78.11%
246 $10,000
Q1 2023

May 04, 2023
BUY
$39.82 - $46.36 $44,757 - $52,108
1,124 New
1,124 $47,000
Q1 2022

Apr 14, 2022
SELL
$44.42 - $51.73 $13,414 - $15,622
-302 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$48.64 - $55.07 $11,284 - $12,776
232 Added 331.43%
302 $31,000
Q3 2021

Nov 10, 2021
BUY
$48.3 - $52.49 $724 - $787
15 Added 27.27%
70 $7,000
Q1 2021

May 05, 2021
BUY
$43.89 - $52.63 $2,413 - $2,894
55 New
55 $5,000
Q2 2020

Aug 06, 2020
SELL
$23.59 - $35.22 $11,158 - $16,659
-473 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$22.29 - $38.7 $7,288 - $12,654
327 Added 223.97%
473 $24,000
Q3 2019

Nov 01, 2019
SELL
$34.78 - $36.12 $1,704 - $1,769
-49 Reduced 25.13%
146 $10,000
Q2 2019

Aug 08, 2019
BUY
N/A
195 New
195 $14,000
Q4 2018

Feb 06, 2019
SELL
N/A
-73 Closed
0 $0
Q2 2017

Aug 09, 2017
BUY
N/A
73
73 $5,000

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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