A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Global Financial Private Client, LLC holds 398 shares of SCHA stock, worth $10,431. This represents 0.01% of its overall portfolio holdings.

Number of Shares
398
Previous 398 -0.0%
Holding current value
$10,431
Previous $18.9 Million 8.54%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

May 15, 2024

BUY
$38.25 - $43.54 $5,737 - $6,531
150 Added 60.48%
398 $16.1 Million
Q1 2022

May 15, 2024

BUY
$44.42 - $51.73 $5,508 - $6,414
124 Added 100.0%
248 $11.9 Million
Q4 2020

May 15, 2024

BUY
$34.66 - $45.17 $4,297 - $5,601
124 New
124 $11 Million
Q1 2020

May 15, 2024

SELL
$22.29 - $38.7 $3,900 - $6,772
-175 Closed
0 $0
Q4 2019

May 15, 2024

BUY
$33.63 - $38.03 $5,885 - $6,655
175 New
175 $13.2 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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

Track Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, 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 Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.