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

Jfg Wealth Management, LLC

  • $435 Million
  • Q4 2024

A detailed history of Jfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 8,305 shares of SCHA stock, worth $220,913. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,305
Holding current value
$220,913
% of portfolio
0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$25.33 - $51.16 $210,365 - $424,883
8,305 New
8,305 $214,000
Q3 2022

Nov 10, 2022
BUY
$37.65 - $45.9 $4.51 Million - $5.5 Million
119,835 Added 674.03%
137,614 $5.2 Million
Q2 2022

Aug 11, 2022
BUY
$37.88 - $48.01 $219,135 - $277,737
5,785 Added 48.23%
17,779 $693,000
Q1 2022

May 06, 2022
BUY
$44.42 - $51.73 $249,418 - $290,463
5,615 Added 88.02%
11,994 $568,000
Q4 2021

Feb 11, 2022
BUY
$48.64 - $55.07 $310,274 - $351,291
6,379 New
6,379 $653,000
Q1 2019

May 14, 2019
SELL
N/A
-9,488 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
9,488 New
9,488 $575,000

Others Institutions Holding SCHA

# of Institutions
1,235
Shares Held
270M
Call Options Held
64.2K
Put Options Held
3K
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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