Gps Wealth Strategies Group, LLC Schwab Strategic Tr Us Small C Transaction History

Gps Wealth Strategies Group, LLC

$705 Million
Q1 2025

A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 368 shares of SCHA stock, worth $8,890. This represents 0.0% of its overall portfolio holdings.

Number of Shares

368

Previous 583 36.88%

Holding current value

$8,890

Previous $15,000 46.67%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$23.16 - $27.04 $4,979 - $5,813	-215 Reduced 36.88%	368 $8,000
Q4 2024 Jan 24, 2025	BUY	$25.33 - $51.16 $8,814 - $17,803	348 Added 148.09%	583 $15,000
Q3 2024 Oct 29, 2024	BUY	$46.9 - $51.96 $46 - $51	1 Added 0.43%	235 $12,000
Q2 2024 Jul 16, 2024	BUY	$45.24 - $49.04 $5,700 - $6,179	126 Added 116.67%	234 $11,000
Q2 2023 Jul 17, 2023	SELL	$39.91 - $43.82 $5,826 - $6,397	-146 Reduced 57.48%	108 $4,000
Q1 2023 Apr 17, 2023	BUY	$39.82 - $46.36 $10,114 - $11,775	254 New	254 $10,000
Q1 2022 Apr 20, 2022	BUY	$44.42 - $51.73 $3,420 - $3,983	77 Added 100.0%	154 $7,000
Q4 2021 Feb 11, 2022	BUY	$48.64 - $55.07 $3,550 - $4,020	73 Added 1825.0%	77 $8,000
Q1 2021 Apr 15, 2021	BUY	$43.89 - $52.63 $175 - $210	4 New	4 $0

Others Institutions Holding SCHA

# of Institutions

1,258

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Gps Wealth Strategies Group, LLC Schwab Strategic Tr Us Small C Transaction History