Hurlow Wealth Management Group, Inc. Schwab Strategic Tr Us Small C Transaction History

Hurlow Wealth Management Group, Inc.

$319 Million
Q3 2024

A detailed history of Hurlow Wealth Management Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 31,403 shares of SCHA stock, worth $823,072. This represents 0.51% of its overall portfolio holdings.

Number of Shares

31,403

Previous 33,225 5.48%

Holding current value

$823,072

Previous $1.58 Million 2.6%

% of portfolio

0.51%

Previous 0.54%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$46.9 - $51.96 $85,451 - $94,671	-1,822 Reduced 5.48%	31,403 $1.62 Million
Q2 2024 Jul 12, 2024	BUY	$45.24 - $49.04 $3,800 - $4,119	84 Added 0.25%	33,225 $1.58 Million
Q1 2024 Apr 15, 2024	SELL	$44.84 - $49.24 $56,229 - $61,746	-1,254 Reduced 3.65%	33,141 $1.63 Million
Q4 2023 Jan 08, 2024	SELL	$38.13 - $48.02 $3,889 - $4,898	-102 Reduced 0.3%	34,395 $1.62 Million
Q3 2023 Oct 10, 2023	SELL	$40.85 - $46.1 $13,357 - $15,074	-327 Reduced 0.94%	34,497 $1.43 Million
Q2 2023 Jul 11, 2023	SELL	$39.91 - $43.82 $5,906 - $6,485	-148 Reduced 0.42%	34,824 $1.53 Million
Q1 2023 Apr 11, 2023	SELL	$39.82 - $46.36 $14,215 - $16,550	-357 Reduced 1.01%	34,972 $1.47 Million
Q4 2022 Jan 18, 2023	SELL	$38.25 - $43.54 $333,310 - $379,407	-8,714 Reduced 19.79%	35,329 $0
Q3 2022 Oct 13, 2022	BUY	$37.65 - $45.9 $409,180 - $498,841	10,868 Added 32.76%	44,043 $1.67 Million
Q2 2022 Jul 11, 2022	SELL	$37.88 - $48.01 $984 - $1,248	-26 Reduced 0.08%	33,175 $1.29 Million
Q1 2022 Apr 13, 2022	BUY	$44.42 - $51.73 $675,361 - $786,502	15,204 Added 84.48%	33,201 $1.57 Million
Q4 2021 Feb 02, 2022	BUY	$48.64 - $55.07 $59,632 - $67,515	1,226 Added 7.31%	17,997 $1.67 Million
Q3 2021 Oct 08, 2021	SELL	$48.3 - $52.49 $4,926 - $5,353	-102 Reduced 0.6%	16,771 $1.68 Million
Q2 2021 Jul 22, 2021	SELL	$48.39 - $52.91 $22,356 - $24,444	-462 Reduced 2.67%	16,873 $1.76 Million
Q1 2021 Apr 20, 2021	SELL	$43.89 - $52.63 $31,556 - $37,840	-719 Reduced 3.98%	17,335 $1.73 Million
Q4 2020 Jan 19, 2021	SELL	$34.66 - $45.17 $58,610 - $76,382	-1,691 Reduced 8.56%	18,054 $1.61 Million
Q3 2020 Oct 27, 2020	SELL	$32.09 - $36.38 $73,293 - $83,091	-2,284 Reduced 10.37%	19,745 $1.35 Million
Q2 2020 Jul 15, 2020	SELL	$23.59 - $35.22 $332,548 - $496,496	-14,097 Reduced 39.02%	22,029 $1.41 Million
Q1 2020 Apr 16, 2020	BUY	$22.29 - $38.7 $72,464 - $125,813	3,251 Added 9.89%	36,126 $1.93 Million
Q4 2019 Jan 17, 2020	SELL	$33.63 - $38.03 $92,650 - $104,772	-2,755 Reduced 7.73%	32,875 $2.51 Million
Q3 2019 Oct 16, 2019	SELL	$34.78 - $36.12 $95,436 - $99,113	-2,744 Reduced 7.15%	35,630 $2.45 Million
Q2 2019 Jul 18, 2019	BUY	N/A	933 Added 2.49%	38,374 $2.75 Million
Q1 2019 May 03, 2019	BUY	N/A	167 Added 0.45%	37,441 $2.71 Million
Q4 2018 Feb 01, 2019	BUY	N/A	37,274 New	37,274 $2.49 Million

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Hurlow Wealth Management Group, Inc. Schwab Strategic Tr Us Small C Transaction History