Gray Wealth Management Inc. Schwab Strategic Tr Us Small C Transaction History

Gray Wealth Management Inc.

  • $224 Million
  • Q1 2024

A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Gray Wealth Management Inc. holds 8,201 shares of SCHA stock, worth $387,333. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,201
Previous 8,381 2.15%
Holding current value
$387,333
Previous $395,000 2.03%
% of portfolio
0.18%
Previous 0.19%

Shares

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

May 02, 2024
SELL
$44.84 - $49.24 $8,071 - $8,863
-180 Reduced 2.15%
8,201 $403,000
Q3 2023

Oct 27, 2023
BUY
$40.85 - $46.1 $4,452 - $5,024
109 Added 1.32%
8,381 $347,000
Q2 2023

Aug 14, 2023
SELL
$39.91 - $43.82 $23,227 - $25,503
-582 Reduced 6.57%
8,272 $362,000
Q1 2023

Apr 11, 2023
BUY
$39.82 - $46.36 $3,982 - $4,636
100 Added 1.14%
8,854 $371,000
Q4 2022

Feb 13, 2023
SELL
$39.61 - $43.54 $8,199 - $9,012
-207 Reduced 2.31%
8,754 $354,000
Q3 2022

Jan 03, 2023
SELL
N/A
-1,108 Reduced 11.0%
8,961 $339,000
Q2 2022

Jan 03, 2023
BUY
N/A
17 Added 0.17%
10,069 $393,000
Q1 2022

Jan 03, 2023
BUY
N/A
5,026 Added 100.0%
10,052 $476,000
Q3 2021

Jan 03, 2023
SELL
N/A
-152 Reduced 2.94%
5,026 $503,000
Q1 2021

Jan 03, 2023
BUY
N/A
5,178 New
5,178 $516,000
Q4 2020

Jan 13, 2023
BUY
N/A
65 Added 1.27%
5,178 $461,000
Q2 2020

Jan 13, 2023
SELL
N/A
-45 Reduced 0.87%
5,113 $334,000
Q1 2020

Jan 13, 2023
SELL
N/A
-3,803 Reduced 42.44%
5,158 $265,000

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
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