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 91,379 shares of SCHA stock, worth $2.4 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares
91,379
Previous 79,156 15.44%
Holding current value
$2.4 Million
Previous $3.76 Billion 25.29%
% of portfolio
3.76%
Previous 3.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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