Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Heartwood Wealth Advisors LLC

$879 Million
Q4 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 10,432 shares of SCHA stock, worth $264,451. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,432

Previous 5,216 100.0%

Holding current value

$264,451

Previous $268,000 0.37%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$25.33 - $51.16 $132,121 - $266,850	5,216 Added 100.0%	10,432 $269,000
Q1 2024 Apr 02, 2024	SELL	$44.84 - $49.24 $18,025 - $19,794	-402 Reduced 7.16%	5,216 $256,000
Q4 2023 Jan 17, 2024	SELL	$38.13 - $48.02 $991 - $1,248	-26 Reduced 0.46%	5,618 $265,000
Q4 2022 Jan 12, 2023	BUY	$38.25 - $43.54 $5,546 - $6,313	145 Added 2.64%	5,644 $0
Q3 2022 Oct 25, 2022	BUY	$37.65 - $45.9 $207,037 - $252,404	5,499 New	5,499 $208,000
Q1 2020 May 04, 2020	SELL	$22.29 - $38.7 $95,936 - $166,564	-4,304 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$33.63 - $38.03 $144,743 - $163,681	4,304 New	4,304 $326,000

Others Institutions Holding SCHA

# of Institutions

1,244

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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Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History