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

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

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 4,567 shares of SCHA stock, worth $119,701. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,567
Previous 4,557 0.22%
Holding current value
$119,701
Previous $216 Million 8.77%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
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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