Keystone Wealth Services, LLC Schwab Strategic Tr Us Small C Transaction History

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 5,606 shares of SCHA stock, worth $156,183. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,606
Previous 5,638 0.57%
Holding current value
$156,183
Previous $267,000 7.87%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$46.9 - $51.96 $1,500 - $1,662
-32 Reduced 0.57%
5,606 $288,000
Q2 2024

Jul 12, 2024
BUY
$45.24 - $49.04 $1,673 - $1,814
37 Added 0.66%
5,638 $267,000
Q1 2024

Apr 12, 2024
BUY
$44.84 - $49.24 $44 - $49
1 Added 0.02%
5,601 $275,000
Q4 2023

Jan 17, 2024
BUY
$38.13 - $48.02 $76 - $96
2 Added 0.04%
5,600 $264,000
Q3 2023

Oct 05, 2023
SELL
$40.85 - $46.1 $2,083 - $2,351
-51 Reduced 0.9%
5,598 $231,000
Q2 2023

Jul 20, 2023
SELL
$39.91 - $43.82 $518 - $569
-13 Reduced 0.23%
5,649 $247,000
Q1 2023

Apr 07, 2023
BUY
$39.82 - $46.36 $676 - $788
17 Added 0.3%
5,662 $237,000
Q4 2022

Feb 09, 2023
BUY
$38.25 - $43.54 $76 - $87
2 Added 0.04%
5,645 $228,000
Q3 2022

Oct 31, 2022
BUY
$37.65 - $45.9 $75 - $91
2 Added 0.04%
5,643 $213,000
Q2 2022

Jul 13, 2022
SELL
$37.88 - $48.01 $72,199 - $91,507
-1,906 Reduced 25.26%
5,641 $220,000
Q1 2022

Apr 21, 2022
BUY
$44.42 - $51.73 $48,062 - $55,971
1,082 Added 16.74%
7,547 $357,000
Q4 2021

Feb 14, 2022
BUY
$48.64 - $55.07 $314,457 - $356,027
6,465 New
6,465 $662,000

Others Institutions Holding SCHA

# of Institutions
1,144
Shares Held
146M
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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