Lbmc Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 19,951 shares of SCHA stock, worth $504,161. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,951
Previous 9,973 100.05%
Holding current value
$504,161
Previous $513,000 0.39%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 16, 2025
BUY
$25.33 - $51.16 $252,742 - $510,474
9,978 Added 100.05%
19,951 $515,000
Q3 2024

Oct 08, 2024
SELL
$46.9 - $51.96 $6,753 - $7,482
-144 Reduced 1.42%
9,973 $513,000
Q1 2024

Apr 12, 2024
BUY
$44.84 - $49.24 $44 - $49
1 Added 0.01%
10,117 $498,000
Q4 2023

Jan 16, 2024
BUY
$38.13 - $48.02 $76 - $96
2 Added 0.02%
10,116 $477,000
Q3 2023

Oct 05, 2023
SELL
$40.85 - $46.1 $15,727 - $17,748
-385 Reduced 3.67%
10,114 $418,000
Q2 2023

Jul 17, 2023
BUY
$39.91 - $43.82 $39 - $43
1 Added 0.01%
10,499 $459,000
Q4 2022

Jan 10, 2023
BUY
$38.25 - $43.54 $18,321 - $20,855
479 Added 4.78%
10,498 $0
Q3 2022

Oct 07, 2022
SELL
$37.65 - $45.9 $62,837 - $76,607
-1,669 Reduced 14.28%
10,019 $379,000
Q2 2022

Jul 07, 2022
BUY
$37.88 - $48.01 $136,746 - $173,316
3,610 Added 44.69%
11,688 $456,000
Q1 2022

Apr 11, 2022
BUY
$44.42 - $51.73 $179,412 - $208,937
4,039 Added 100.0%
8,078 $383,000
Q4 2021

Mar 17, 2022
SELL
$48.64 - $55.07 $537,034 - $608,027
-11,041 Reduced 73.22%
4,039 $414,000
Q3 2021

Nov 15, 2021
BUY
$48.3 - $52.49 $544,002 - $591,194
11,263 Added 295.07%
15,080 $402,000
Q2 2021

Aug 02, 2021
SELL
$48.39 - $52.91 $18,533 - $20,264
-383 Reduced 9.12%
3,817 $398,000
Q1 2021

Apr 20, 2021
BUY
$43.89 - $52.63 $24,315 - $29,157
554 Added 15.19%
4,200 $419,000
Q4 2020

Jan 21, 2021
BUY
$34.66 - $45.17 $12,477 - $16,261
360 Added 10.96%
3,646 $324,000
Q2 2020

Jul 14, 2020
BUY
$23.59 - $35.22 $77,516 - $115,732
3,286 New
3,286 $215,000
Q1 2020

Apr 21, 2020
SELL
$22.29 - $38.7 $73,244 - $127,168
-3,286 Closed
0 $0
Q1 2019

Apr 26, 2019
BUY
N/A
3,286 New
3,286 $230,000
Q4 2018

Feb 01, 2019
SELL
N/A
-3,286 Closed
0 $0
Q3 2018

Nov 08, 2018
BUY
N/A
73 Added 2.27%
3,286 $250,000
Q2 2018

Aug 03, 2018
BUY
N/A
3,213 New
3,213 $236,000

Others Institutions Holding SCHA

# of Institutions
1,248
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
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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