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

Jpl Wealth Management, LLC

  • $204 Billion
  • Q2 2024

A detailed history of Jpl Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 73,736 shares of SCHA stock, worth $1.97 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
73,736
Previous 64,511 14.3%
Holding current value
$1.97 Million
Previous $3.18 Billion 10.14%
% of portfolio
1.71%
Previous 1.75%

Shares

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

Jul 31, 2024
BUY
$45.24 - $49.04 $417,339 - $452,394
9,225 Added 14.3%
73,736 $3.5 Billion
Q1 2024

May 10, 2024
BUY
$44.84 - $49.24 $524,493 - $575,960
11,697 Added 22.15%
64,511 $3.18 Billion
Q4 2023

Feb 09, 2024
BUY
$38.13 - $48.02 $2.01 Million - $2.54 Million
52,814 New
52,814 $2.49 Billion

Others Institutions Holding SCHA

# of Institutions
1,165
Shares Held
187M
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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