Guerra Pan Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Guerra Pan Advisors, LLC

$138 Billion
Q4 2024

A detailed history of Guerra Pan Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Guerra Pan Advisors, LLC holds 225,576 shares of SCHA stock, worth $5.46 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares

225,576

Previous 91,379 146.86%

Holding current value

$5.46 Million

Previous $4.71 Billion 23.96%

% of portfolio

4.22%

Previous 3.76%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$25.33 - $51.16 $3.4 Million - $6.87 Million	134,197 Added 146.86%	225,576 $5.83 Billion
Q3 2024 Nov 04, 2024	BUY	$46.9 - $51.96 $573,258 - $635,107	12,223 Added 15.44%	91,379 $4.71 Billion
Q2 2024 Aug 13, 2024	BUY	$45.24 - $49.04 $1.14 Million - $1.24 Million	25,216 Added 46.75%	79,156 $3.76 Billion
Q1 2024 May 13, 2024	BUY	$44.84 - $49.24 $1.72 Million - $1.89 Million	38,442 Added 248.04%	53,940 $2.66 Billion
Q4 2023 Jan 30, 2024	BUY	$38.13 - $48.02 $590,938 - $744,213	15,498 New	15,498 $732 Million

Others Institutions Holding SCHA

# of Institutions

1,249

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Guerra Pan Advisors, LLC Schwab Strategic Tr Us Small C Transaction History