Horizons Wealth Management Schwab Strategic Tr Us Small C Transaction History

Horizons Wealth Management

  • $131 Million
  • Q4 2024

A detailed history of Horizons Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Horizons Wealth Management holds 8,346 shares of SCHA stock, worth $212,489. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,346
Previous 4,173 100.0%
Holding current value
$212,489
Previous $214,000 0.47%
% of portfolio
0.16%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 06, 2025
BUY
$25.33 - $51.16 $105,702 - $213,490
4,173 Added 100.0%
8,346 $215,000
Q2 2024

Jul 22, 2024
SELL
$45.24 - $49.04 $10,088 - $10,935
-223 Reduced 5.07%
4,173 $198,000
Q2 2022

Aug 19, 2022
BUY
$37.88 - $48.01 $166,520 - $211,051
4,396 New
4,396 $200,000

Others Institutions Holding SCHA

# of Institutions
1,148
Shares Held
145M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Horizons Wealth Management Portfolio

Follow Horizons Wealth Management 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 Horizons Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Horizons Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email