Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Jamison Private Wealth Management, Inc.

$656 Billion
Q1 2025

A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 9,234 shares of SCHA stock, worth $220,969. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,234

Previous 9,597 3.78%

Holding current value

$220,969

Previous $248 Million 12.82%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$23.16 - $27.04 $8,407 - $9,815	-363 Reduced 3.78%	9,234 $216 Million
Q4 2024 Jan 21, 2025	BUY	$25.33 - $51.16 $127,409 - $257,334	5,030 Added 110.14%	9,597 $248 Million
Q3 2024 Oct 15, 2024	BUY	$46.9 - $51.96 $469 - $519	10 Added 0.22%	4,567 $235 Million
Q2 2024 Jul 11, 2024	SELL	$45.24 - $49.04 $19,317 - $20,940	-427 Reduced 8.57%	4,557 $216 Million
Q1 2024 Apr 26, 2024	BUY	$44.84 - $49.24 $131,336 - $144,223	2,929 Added 142.53%	4,984 $245 Million
Q4 2023 Jan 17, 2024	BUY	$38.13 - $48.02 $3,088 - $3,889	81 Added 4.1%	2,055 $97.1 Million
Q3 2023 Jan 05, 2024	BUY	$40.85 - $46.1 $80,637 - $91,001	1,974 New	1,974 $81.8 Million

Others Institutions Holding SCHA

# of Institutions

1,257

Shares Held

247M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.

Account

Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History