Leo H. Evart, Inc. Schwab Strategic Tr Us Small C Transaction History

Leo H. Evart, Inc.

$65.2 Billion
Q3 2023

A detailed history of Leo H. Evart, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Leo H. Evart, Inc. holds 31,481 shares of SCHA stock, worth $819,135. This represents 2.0% of its overall portfolio holdings.

Number of Shares

31,481

Previous 34,328 8.29%

Holding current value

$819,135

Previous $1.5 Billion 13.28%

% of portfolio

2.0%

Previous 2.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$40.85 - $46.1 $116,299 - $131,246	-2,847 Reduced 8.29%	31,481 $1.3 Billion
Q2 2023 Aug 04, 2023	SELL	$39.91 - $43.82 $13,808 - $15,161	-346 Reduced 1.0%	34,328 $1.5 Billion
Q1 2023 May 05, 2023	SELL	$39.82 - $46.36 $130,928 - $152,431	-3,288 Reduced 8.66%	34,674 $1.45 Billion
Q4 2022 Jan 19, 2023	SELL	$38.25 - $43.54 $2,218 - $2,525	-58 Reduced 0.15%	37,962 $1.54 Billion
Q3 2022 Nov 02, 2022	BUY	$37.65 - $45.9 $4,442 - $5,416	118 Added 0.31%	38,020 $1.44 Million
Q2 2022 Jul 21, 2022	SELL	$37.88 - $48.01 $7,841 - $9,938	-207 Reduced 0.54%	37,902 $1.48 Million
Q1 2022 May 11, 2022	BUY	$44.42 - $51.73 $839,271 - $977,386	18,894 Added 98.33%	38,109 $1.81 Million
Q4 2021 Mar 31, 2022	BUY	$48.64 - $55.07 $934,617 - $1.06 Million	19,215 New	19,215 $1.97 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

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo H. Evart, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leo H. Evart, Inc. with notifications on news.

Account