A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 2,400 shares of SCHA stock, worth $65,976. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,400 -0.0%
Holding current value
$65,976
Previous $113,000 8.85%
% of portfolio
0.04%
Previous 0.03%

Shares

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

May 03, 2024

BUY
$44.84 - $49.24 $3,452 - $3,791
77 Added 3.31%
2,400 $118,000
Q4 2023

Jan 23, 2024

SELL
$38.13 - $48.02 $381 - $480
-10 Reduced 0.43%
2,323 $109,000
Q3 2023

Oct 10, 2023

BUY
$40.85 - $46.1 $37,908 - $42,780
928 Added 66.05%
2,333 $96,000
Q1 2023

Apr 13, 2023

BUY
$39.82 - $46.36 $55,947 - $65,135
1,405 New
1,405 $59,000
Q3 2022

Oct 11, 2022

BUY
$37.65 - $45.9 $17,431 - $21,251
463 New
463 $17,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, 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 Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.