Independent Advisor Alliance Schwab Strategic Tr Us Small C Transaction History

Independent Advisor Alliance

  • $2.88 Billion
  • Q2 2024

A detailed history of Independent Advisor Alliance transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Independent Advisor Alliance holds 7,007 shares of SCHA stock, worth $355,745. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,007
Previous 8,852 20.84%
Holding current value
$355,745
Previous $435,000 23.68%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 12, 2024
SELL
$45.24 - $49.04 $83,467 - $90,478
-1,845 Reduced 20.84%
7,007 $332,000
Q1 2024

May 08, 2024
BUY
$44.84 - $49.24 $160,661 - $176,426
3,583 Added 68.0%
8,852 $435,000
Q4 2023

Feb 08, 2024
SELL
$38.13 - $48.02 $43,315 - $54,550
-1,136 Reduced 17.74%
5,269 $248,000
Q3 2023

Oct 24, 2023
SELL
$40.85 - $46.1 $31,046 - $35,036
-760 Reduced 10.61%
6,405 $265,000
Q2 2023

Jul 28, 2023
SELL
$39.91 - $43.82 $99,974 - $109,769
-2,505 Reduced 25.9%
7,165 $313,000
Q1 2023

May 12, 2023
BUY
$39.82 - $46.36 $30,741 - $35,789
772 Added 8.68%
9,670 $405,000
Q4 2022

Feb 13, 2023
BUY
$38.25 - $43.54 $12,201 - $13,889
319 Added 3.72%
8,898 $360,000
Q3 2022

Nov 04, 2022
BUY
$37.65 - $45.9 $322,999 - $393,776
8,579 New
8,579 $324,000
Q1 2020

May 14, 2020
SELL
$22.29 - $38.7 $1 Million - $1.74 Million
-44,877 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$33.63 - $38.03 $1.51 Million - $1.71 Million
44,877 New
44,877 $3.4 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-3,898 Closed
0 $0
Q1 2019

May 07, 2019
BUY
N/A
571 Added 17.16%
3,898 $273,000
Q4 2018

Feb 12, 2019
BUY
N/A
3,327 New
3,327 $227,000

Others Institutions Holding SCHA

# of Institutions
1,123
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
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