Kiely Wealth Advisory Group, Inc. Schwab Strategic Tr Us Small C Transaction History

Kiely Wealth Advisory Group, Inc.

  • $158 Billion
  • Q3 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 524 shares of SCHA stock, worth $14,598. This represents 0.01% of its overall portfolio holdings.

Number of Shares
524
Previous 262 100.0%
Holding current value
$14,598
Previous $12.6 Million 15.37%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$46.9 - $51.96 $12,287 - $13,613
262 Added 100.0%
524 $14.5 Million
Q4 2023

Feb 08, 2024
BUY
$38.13 - $48.02 $9,990 - $12,581
262 New
262 $12.2 Million

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
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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