Hb Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Hb Wealth Management, LLC holds 153,022 shares of SCHA stock, worth $4.01 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
153,022
Previous 141,854 7.87%
Holding current value
$4.01 Million
Previous $6.73 Million 17.09%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$46.9 - $51.96 $523,779 - $580,289
11,168 Added 7.87%
153,022 $7.88 Million
Q2 2024

Jul 26, 2024
SELL
$45.24 - $49.04 $128,210 - $138,979
-2,834 Reduced 1.96%
141,854 $6.73 Million
Q1 2024

Apr 30, 2024
SELL
$44.84 - $49.24 $62,013 - $68,098
-1,383 Reduced 0.95%
144,688 $7.12 Million
Q4 2023

Jan 16, 2024
SELL
$38.13 - $48.02 $115,915 - $145,980
-3,040 Reduced 2.04%
146,071 $6.9 Million
Q3 2023

Oct 13, 2023
BUY
$40.85 - $46.1 $54,493 - $61,497
1,334 Added 0.9%
149,111 $6.18 Million
Q2 2023

Jul 13, 2023
SELL
$39.91 - $43.82 $209,527 - $230,055
-5,250 Reduced 3.43%
147,777 $6.47 Million
Q1 2023

Apr 13, 2023
BUY
$39.82 - $46.36 $79 - $92
2 Added 0.0%
153,027 $6.42 Million
Q4 2022

Jan 20, 2023
BUY
$38.25 - $43.54 $272,913 - $310,657
7,135 Added 4.89%
153,025 $0
Q3 2022

Oct 19, 2022
SELL
$37.65 - $45.9 $636,962 - $776,536
-16,918 Reduced 10.39%
145,890 $5.52 Million
Q2 2022

Jul 15, 2022
BUY
$37.88 - $48.01 $3.37 Million - $4.27 Million
88,898 Added 120.28%
162,808 $6.35 Million
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $1.69 Million - $1.97 Million
38,057 Added 106.15%
73,910 $3.5 Million
Q4 2021

Feb 15, 2022
BUY
$48.64 - $55.07 $1.74 Million - $1.97 Million
35,853 New
35,853 $3.67 Million

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
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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