Leeward Financial Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Leeward Financial Partners, LLC

  • $245 Million
  • Q2 2024

A detailed history of Leeward Financial Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 4,243 shares of SCHA stock, worth $217,071. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,243
Previous 8,527 50.24%
Holding current value
$217,071
Previous $419,000 52.03%
% of portfolio
0.08%
Previous 0.18%

Shares

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

Jul 30, 2024
SELL
$45.24 - $49.04 $193,808 - $210,087
-4,284 Reduced 50.24%
4,243 $201,000
Q1 2024

Apr 19, 2024
SELL
$44.84 - $49.24 $54,525 - $59,875
-1,216 Reduced 12.48%
8,527 $419,000
Q4 2023

Jan 26, 2024
BUY
$38.13 - $48.02 $371,500 - $467,858
9,743 New
9,743 $460,000

Others Institutions Holding SCHA

# of Institutions
1,122
Shares Held
230M
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
  • Industry ETFs
More about SCHA
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