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

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 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 5,216 shares of SCHA stock, worth $143,387. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,216
Previous 5,216 -0.0%
Holding current value
$143,387
Previous $247,000 8.5%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
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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