Janiczek Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Janiczek Wealth Management, LLC

  • $475 Million
  • Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 38,459 shares of SCHA stock, worth $1.89 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
38,459
Previous 366,380 89.5%
Holding current value
$1.89 Million
Previous $18 Million 89.89%
% of portfolio
0.38%
Previous 3.86%

Shares

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

Jul 25, 2024
SELL
$45.24 - $49.04 $14.8 Million - $16.1 Million
-327,921 Reduced 89.5%
38,459 $1.82 Million
Q1 2024

Apr 15, 2024
BUY
$44.84 - $49.24 $666,501 - $731,903
14,864 Added 4.23%
366,380 $18 Million
Q4 2023

Jan 26, 2024
BUY
$38.13 - $48.02 $100,853 - $127,012
2,645 Added 0.76%
351,516 $16.6 Million
Q3 2023

Oct 13, 2023
BUY
$40.85 - $46.1 $131,005 - $147,842
3,207 Added 0.93%
348,871 $14.5 Million
Q2 2023

Jul 11, 2023
SELL
$39.91 - $43.82 $68,166 - $74,844
-1,708 Reduced 0.49%
345,664 $15.1 Million
Q1 2023

Apr 21, 2023
BUY
$39.82 - $46.36 $48,660 - $56,651
1,222 Added 0.35%
347,372 $14.6 Million
Q4 2022

Jan 20, 2023
BUY
$39.61 - $43.54 $333,397 - $366,476
8,417 Added 2.49%
346,150 $0
Q3 2022

Oct 17, 2022
SELL
N/A
-5,603 Reduced 1.63%
337,733 $13 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-18,363 Reduced 5.08%
343,336 $14.8 Million
Q1 2022

May 05, 2022
BUY
N/A
185,130 Added 104.85%
361,699 $17.1 Million
Q4 2021

Feb 02, 2022
BUY
N/A
7,332 Added 4.33%
176,569 $18.1 Million
Q3 2021

Oct 19, 2021
BUY
N/A
3,324 Added 2.0%
169,237 $16.9 Million
Q2 2021

Jul 28, 2021
BUY
N/A
9,564 Added 6.12%
165,913 $17.3 Million
Q1 2021

Apr 28, 2021
BUY
N/A
17,409 Added 12.53%
156,349 $15.6 Million
Q4 2020

Jan 26, 2021
BUY
N/A
6,749 Added 5.11%
138,940 $12.4 Million
Q3 2020

Oct 19, 2020
SELL
N/A
-830 Reduced 0.62%
132,191 $9.03 Million
Q2 2020

Jul 17, 2020
BUY
N/A
127,537 Added 2325.62%
133,021 $8.69 Million
Q1 2020

Apr 20, 2020
SELL
N/A
-2,776 Reduced 33.61%
5,484 $283,000
Q4 2019

Feb 05, 2020
SELL
N/A
-1,047 Reduced 11.25%
8,260 $625,000
Q3 2019

Oct 30, 2019
BUY
N/A
1,297 Added 16.19%
9,307 $649,000
Q2 2019

Jul 22, 2019
SELL
N/A
-227 Reduced 2.76%
8,010 $573,000
Q1 2019

May 02, 2019
BUY
N/A
353 Added 4.48%
8,237 $576,000
Q4 2018

Jan 28, 2019
BUY
N/A
3,297 Added 71.88%
7,884 $478,000
Q3 2018

Oct 22, 2018
BUY
N/A
81 Added 1.8%
4,587 $349,000
Q2 2018

Jul 25, 2018
SELL
N/A
-93 Reduced 2.02%
4,506 $331,000
Q1 2018

May 01, 2018
SELL
N/A
-171 Reduced 3.58%
4,599 $318,000
Q4 2017

Jan 30, 2018
SELL
N/A
-10 Reduced 0.21%
4,770 $333,000
Q3 2017

Oct 18, 2017
BUY
N/A
4,780
4,780 $322,000

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
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