Heirloom Wealth Management Schwab Strategic Tr Us Small C Transaction History

Heirloom Wealth Management

  • $308 Million
  • Q3 2024

A detailed history of Heirloom Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Heirloom Wealth Management holds 4,648 shares of SCHA stock, worth $128,424. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,648
Previous 4,648 -0.0%
Holding current value
$128,424
Previous $220,000 8.64%
% of portfolio
0.08%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$44.84 - $49.24 $25,558 - $28,066
-570 Reduced 10.92%
4,648 $228,000
Q4 2023

Jan 31, 2024
SELL
$38.13 - $48.02 $40,455 - $50,949
-1,061 Reduced 16.9%
5,218 $246,000
Q3 2023

Oct 23, 2023
SELL
$40.85 - $46.1 $141,831 - $160,059
-3,472 Reduced 35.61%
6,279 $260,000
Q2 2023

Aug 08, 2023
SELL
$39.91 - $43.82 $123,401 - $135,491
-3,092 Reduced 24.08%
9,751 $427,000
Q1 2023

Apr 27, 2023
SELL
$39.82 - $46.36 $1.22 Million - $1.43 Million
-30,752 Reduced 70.54%
12,843 $538,000
Q4 2022

Feb 01, 2023
BUY
$38.25 - $43.54 $1.67 Million - $1.9 Million
43,595 New
43,595 $1.77 Million

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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