A detailed history of Horizon Financial Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Horizon Financial Services, LLC holds 123,613 shares of SCHA stock, worth $3.4 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares
123,613
Previous 123,613 -0.0%
Holding current value
$3.4 Million
Previous $5.87 Million -0.0%
% of portfolio
3.83%
Previous 3.83%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$45.24 - $49.04 $204,846 - $222,053
4,528 Added 3.8%
123,613 $5.87 Million
Q1 2024

Apr 26, 2024

SELL
$44.84 - $49.24 $915,094 - $1 Million
-20,408 Reduced 14.63%
119,085 $5.86 Million
Q4 2023

Feb 15, 2024

BUY
$38.13 - $48.02 $85,487 - $107,660
2,242 Added 1.63%
139,493 $6.59 Million
Q3 2023

Oct 25, 2023

BUY
$40.85 - $46.1 $206,169 - $232,666
5,047 Added 3.82%
137,251 $5.68 Million
Q2 2023

Jul 20, 2023

BUY
$39.91 - $43.82 $163,152 - $179,136
4,088 Added 3.19%
132,204 $5.79 Million
Q1 2023

Apr 19, 2023

SELL
$39.82 - $46.36 $1.95 Million - $2.28 Million
-49,086 Reduced 27.7%
128,116 $5.37 Million
Q4 2022

Jan 17, 2023

BUY
$38.25 - $43.54 $702,384 - $799,525
18,363 Added 11.56%
177,202 $0
Q3 2022

Oct 21, 2022

BUY
$37.65 - $45.9 $209,446 - $255,341
5,563 Added 3.63%
158,839 $6 Million
Q2 2022

Jul 22, 2022

BUY
$37.88 - $48.01 $57,804 - $73,263
1,526 Added 1.01%
153,276 $5.98 Million
Q1 2022

Apr 27, 2022

BUY
$44.42 - $51.73 $4 Million - $4.65 Million
89,946 Added 145.53%
151,750 $7.19 Million
Q4 2021

Jan 31, 2022

BUY
$48.64 - $55.07 $523,658 - $592,883
10,766 Added 21.09%
61,804 $0
Q3 2021

Oct 22, 2021

BUY
$48.3 - $52.49 $940,739 - $1.02 Million
19,477 Added 61.71%
51,038 $5.11 Million
Q2 2021

Jul 22, 2021

BUY
$48.39 - $52.91 $1.53 Million - $1.67 Million
31,561 New
31,561 $3.29 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Horizon Financial Services, LLC Portfolio

Follow Horizon Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Financial Services, LLC with notifications on news.