Gradient Investments LLC Schwab Strategic Tr Us Small C Transaction History

Gradient Investments LLC

  • $3.55 Billion
  • Q1 2024

A detailed history of Gradient Investments LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Gradient Investments LLC holds 635 shares of SCHA stock, worth $29,991. This represents 0.0% of its overall portfolio holdings.

Number of Shares
635
Previous 201 215.92%
Holding current value
$29,991
Previous $9,000 244.44%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$44.84 - $49.24 $19,460 - $21,370
434 Added 215.92%
635 $31,000
Q4 2023

Jan 18, 2024
SELL
$38.13 - $48.02 $7,397 - $9,315
-194 Reduced 49.11%
201 $9,000
Q3 2023

Oct 27, 2023
BUY
$40.85 - $46.1 $5,637 - $6,361
138 Added 53.7%
395 $16,000
Q2 2023

Jul 11, 2023
BUY
$39.91 - $43.82 $3,551 - $3,899
89 Added 52.98%
257 $11,000
Q1 2023

Apr 17, 2023
SELL
$39.82 - $46.36 $2,110 - $2,457
-53 Reduced 23.98%
168 $7,000
Q4 2022

Jan 10, 2023
BUY
$39.61 - $43.54 $2,099 - $2,307
53 Added 31.55%
221 $0
Q2 2022

Jul 11, 2022
SELL
N/A
-116 Reduced 40.85%
168 $7,000
Q1 2022

May 26, 2022
BUY
N/A
200 Added 238.1%
284 $13,000
Q4 2021

Jan 12, 2022
SELL
N/A
-199 Reduced 70.32%
84 $9,000
Q3 2021

Oct 18, 2021
BUY
N/A
198 Added 232.94%
283 $28,000
Q1 2021

Apr 21, 2021
SELL
N/A
-96 Reduced 53.04%
85 $8,000
Q1 2020

Apr 07, 2020
SELL
N/A
-23 Reduced 11.27%
181 $9,000
Q1 2019

Apr 11, 2019
SELL
N/A
-90 Reduced 30.61%
204 $14,000
Q4 2018

Jan 18, 2019
BUY
N/A
210 Added 250.0%
294 $18,000
Q3 2018

Oct 11, 2018
SELL
N/A
-158 Reduced 65.29%
84 $6,000
Q2 2018

Aug 09, 2018
SELL
N/A
-164 Reduced 40.39%
242 $18,000
Q1 2018

Apr 11, 2018
BUY
N/A
165 Added 68.46%
406 $28,000
Q4 2017

Feb 07, 2018
BUY
N/A
241
241 $17,000

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
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 Gradient Investments LLC Portfolio

Follow Gradient Investments 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 Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email