Hcr Wealth Advisors Schwab Strategic Tr Us Small C Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Hcr Wealth Advisors holds 6,189 shares of SCHA stock, worth $166,607. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,189

Previous 4,921 25.77%

Holding current value

$166,607

Previous $233,000 36.48%

% of portfolio

0.04%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$46.9 - $51.96 $59,469 - $65,885	1,268 Added 25.77%	6,189 $318,000
Q1 2024 May 10, 2024	SELL	$44.84 - $49.24 $1,076 - $1,181	-24 Reduced 0.49%	4,921 $242,000
Q4 2023 Feb 09, 2024	BUY	$38.13 - $48.02 $188,552 - $237,458	4,945 New	4,945 $233,000
Q1 2021 May 13, 2021	SELL	$43.89 - $52.63 $29,976 - $35,946	-683 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$34.66 - $45.17 $1,282 - $1,671	37 Added 5.73%	683 $61,000
Q3 2020 Nov 05, 2020	SELL	$32.09 - $36.38 $3,626 - $4,110	-113 Reduced 14.89%	646 $44,000
Q2 2020 Jul 30, 2020	SELL	$23.59 - $35.22 $29,440 - $43,954	-1,248 Reduced 62.18%	759 $49,000
Q4 2019 Feb 07, 2020	BUY	$33.63 - $38.03 $67,495 - $76,326	2,007 New	2,007 $152,000

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Hcr Wealth Advisors Schwab Strategic Tr Us Small C Transaction History