Ima Wealth, Inc. Schwab Strategic Tr Us Small C Transaction History

Ima Wealth, Inc.

  • $222 Million
  • Q2 2024

Shares

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

Jul 25, 2024
BUY
$45.24 - $49.04 $9.44 Million - $10.2 Million
208,669 New
208,669 $9.9 Million
Q3 2023

Nov 28, 2023
BUY
$40.85 - $46.1 $658,461 - $743,085
16,119 Added 8.87%
197,839 $8.19 Million
Q2 2023

Aug 15, 2023
BUY
$39.91 - $43.82 $82,094 - $90,137
2,057 Added 1.14%
181,720 $7.96 Million
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $51,327 - $59,758
-1,289 Reduced 0.71%
179,663 $7.53 Million
Q4 2022

Feb 15, 2023
BUY
$39.61 - $43.54 $227,361 - $249,919
5,740 Added 3.28%
180,952 $7.33 Million
Q3 2022

Nov 15, 2022
BUY
N/A
90 Added 0.05%
175,212 $6.62 Million
Q2 2022

Aug 18, 2022
BUY
N/A
9,736 Added 5.89%
175,122 $6.83 Million
Q1 2022

Jun 13, 2022
BUY
N/A
87,303 Added 111.81%
165,386 $7.83 Million
Q4 2021

Feb 14, 2022
BUY
N/A
3,993 Added 5.39%
78,083 $8 Million
Q3 2021

Nov 03, 2021
BUY
N/A
379 Added 0.51%
74,090 $7.42 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-658 Reduced 0.88%
73,711 $7.68 Million
Q1 2021

May 13, 2021
SELL
N/A
-4,311 Reduced 5.48%
74,369 $7.41 Million
Q4 2020

Feb 08, 2021
SELL
N/A
-178 Reduced 0.23%
78,680 $7 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-2,676 Reduced 3.28%
78,858 $5.39 Million
Q2 2020

Aug 13, 2020
BUY
N/A
33,665 Added 70.33%
81,534 $5.33 Million
Q1 2020

Apr 14, 2020
BUY
N/A
8,523 Added 21.66%
47,869 $2.47 Million
Q4 2019

Feb 24, 2020
BUY
N/A
1,415 Added 3.73%
39,346 $2.98 Million
Q3 2019

Oct 29, 2019
BUY
N/A
898 Added 2.42%
37,931 $2.65 Million
Q2 2019

Jul 19, 2019
BUY
N/A
2,157 Added 6.18%
37,033 $2.65 Million
Q1 2019

May 09, 2019
BUY
N/A
733 Added 2.15%
34,876 $2.44 Million
Q4 2018

Jan 15, 2019
BUY
N/A
8,392 Added 32.59%
34,143 $2.07 Million
Q3 2018

Oct 18, 2018
SELL
N/A
-1,026 Reduced 3.83%
25,751 $1.96 Million
Q2 2018

Aug 01, 2018
BUY
N/A
1,903 Added 7.65%
26,777 $1.97 Million
Q1 2018

Apr 20, 2018
BUY
N/A
683 Added 2.82%
24,874 $1.72 Million
Q4 2017

Feb 05, 2018
BUY
N/A
24,191
24,191 $1.69 Million

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
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
Track This Portfolio

Track Ima Wealth, Inc. Portfolio

Follow Ima Wealth, Inc. 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 Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email