Great Valley Advisor Group, Inc. Schwab Strategic Tr Us Small C Transaction History

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 17,470 shares of SCHA stock, worth $417,882. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,470
Previous 7,542 131.64%
Holding current value
$417,882
Previous $388,000 16.24%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
BUY
$25.33 - $51.16 $251,476 - $507,916
9,928 Added 131.64%
17,470 $451,000
Q3 2024

Nov 12, 2024
SELL
$46.9 - $51.96 $70,819 - $78,459
-1,510 Reduced 16.68%
7,542 $388,000
Q2 2024

Jul 16, 2024
BUY
$45.24 - $49.04 $16,874 - $18,291
373 Added 4.3%
9,052 $429,000
Q1 2024

May 03, 2024
BUY
$44.84 - $49.24 $11,927 - $13,097
266 Added 3.16%
8,679 $427,000
Q4 2023

Feb 05, 2024
SELL
$38.13 - $48.02 $24,479 - $30,828
-642 Reduced 7.09%
8,413 $397,000
Q3 2023

Nov 06, 2023
SELL
$40.85 - $46.1 $6,617 - $7,468
-162 Reduced 1.76%
9,055 $375,000
Q2 2023

Aug 10, 2023
BUY
$39.91 - $43.82 $3,990 - $4,382
100 Added 1.1%
9,217 $403,000
Q1 2023

May 02, 2023
BUY
$39.82 - $46.36 $12,981 - $15,113
326 Added 3.71%
9,117 $382,000
Q4 2022

Jan 31, 2023
BUY
$38.25 - $43.54 $15,873 - $18,069
415 Added 4.95%
8,791 $356,000
Q3 2022

Oct 21, 2022
SELL
$37.65 - $45.9 $239,265 - $291,694
-6,355 Reduced 43.14%
8,376 $317,000
Q2 2022

Jul 19, 2022
BUY
$37.88 - $48.01 $445,279 - $564,357
11,755 Added 394.99%
14,731 $575,000
Q1 2022

Apr 20, 2022
BUY
$44.42 - $51.73 $132,193 - $153,948
2,976 New
2,976 $207,000

Others Institutions Holding SCHA

# of Institutions
1,251
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
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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