Kalos Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Kalos Management, Inc.

  • $0
  • Q3 2023

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
SELL
$39.91 - $43.82 $2,474 - $2,716
-62 Reduced 3.87%
1,542 $67,000
Q4 2022

Feb 27, 2023
BUY
$38.25 - $43.54 $61,353 - $69,838
1,604 New
1,604 $64,000
Q3 2021

Nov 10, 2021
SELL
$48.3 - $52.49 $622,152 - $676,123
-12,881 Closed
0 $0
Q2 2021

Aug 11, 2021
SELL
$48.39 - $52.91 $24,436 - $26,719
-505 Reduced 3.77%
12,881 $1.31 Million
Q1 2021

May 13, 2021
BUY
$43.89 - $52.63 $587,511 - $704,505
13,386 New
13,386 $1.34 Million
Q1 2020

May 13, 2020
SELL
$22.29 - $38.7 $252,545 - $438,471
-11,330 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$33.63 - $38.03 $29,493 - $33,352
877 Added 8.39%
11,330 $869,000
Q3 2019

Nov 14, 2019
BUY
$34.78 - $36.12 $50,396 - $52,337
1,449 Added 16.09%
10,453 $758,000
Q2 2019

Aug 14, 2019
BUY
N/A
9,004 New
9,004 $645,000
Q1 2019

May 15, 2019
SELL
N/A
-44,444 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
44,444 New
44,444 $3.62 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-44,444 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
44,444 New
44,444 $3.38 Million
Q1 2018

May 14, 2018
SELL
N/A
-3,523 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
3,523
3,523 $238,000

Others Institutions Holding SCHA

# of Institutions
1,136
Shares Held
234M
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
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