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

Jamison Private Wealth Management, Inc.

$677 Billion
Q4 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 9,597 shares of SCHA stock, worth $242,516. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,597

Previous 4,567 110.14%

Holding current value

$242,516

Previous $235 Million 5.52%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,248

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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