Life Steps Financial, Inc. Schwab Strategic Tr Us Small C Transaction History

Life Steps Financial, Inc.

  • $128 Million
  • Q3 2024

A detailed history of Life Steps Financial, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Life Steps Financial, Inc. holds 5,605 shares of SCHA stock, worth $148,084. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,605
Previous 5,602 0.05%
Holding current value
$148,084
Previous $265,000 8.68%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Oct 16, 2024
BUY
$46.9 - $51.96 $140 - $155
3 Added 0.05%
5,605 $288,000
Q2 2024

Jul 17, 2024
BUY
$45.24 - $49.04 $15,245 - $16,526
337 Added 6.4%
5,602 $265,000
Q1 2024

Apr 26, 2024
SELL
$44.84 - $49.24 $3,183 - $3,496
-71 Reduced 1.33%
5,265 $259,000
Q4 2023

Jan 18, 2024
SELL
$38.13 - $48.02 $3,927 - $4,946
-103 Reduced 1.89%
5,336 $252,000
Q3 2023

Oct 25, 2023
SELL
$40.85 - $46.1 $5,433 - $6,131
-133 Reduced 2.39%
5,439 $225,000
Q2 2023

Jul 14, 2023
BUY
$39.91 - $43.82 $39 - $43
1 Added 0.02%
5,572 $244,000
Q1 2023

Apr 12, 2023
SELL
$39.82 - $46.36 $6,052 - $7,046
-152 Reduced 2.66%
5,571 $233,000
Q4 2022

Jan 18, 2023
SELL
$38.25 - $43.54 $5,584 - $6,356
-146 Reduced 2.49%
5,723 $0
Q3 2022

Oct 14, 2022
SELL
$37.65 - $45.9 $14,118 - $17,212
-375 Reduced 6.01%
5,869 $222,000
Q2 2022

Jul 13, 2022
SELL
$37.88 - $48.01 $1,704 - $2,160
-45 Reduced 0.72%
6,244 $243,000
Q1 2022

Apr 12, 2022
BUY
$44.42 - $51.73 $138,057 - $160,776
3,108 Added 97.71%
6,289 $298,000
Q4 2021

Jan 26, 2022
BUY
$48.64 - $55.07 $48 - $55
1 Added 0.03%
3,181 $326,000
Q2 2021

Jul 09, 2021
BUY
$48.39 - $52.91 $1,016 - $1,111
21 Added 0.66%
3,180 $331,000
Q1 2021

Apr 20, 2021
SELL
$43.89 - $52.63 $2,062 - $2,473
-47 Reduced 1.47%
3,159 $315,000
Q4 2020

Jan 25, 2021
SELL
$34.66 - $45.17 $3,535 - $4,607
-102 Reduced 3.08%
3,206 $285,000
Q3 2020

Oct 21, 2020
SELL
$32.09 - $36.38 $2,952 - $3,346
-92 Reduced 2.71%
3,308 $226,000
Q2 2020

Aug 05, 2020
BUY
$23.59 - $35.22 $80,206 - $119,748
3,400 New
3,400 $222,000
Q1 2020

May 21, 2020
SELL
$22.29 - $38.7 $84,880 - $147,369
-3,808 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
$33.63 - $38.03 $128,063 - $144,818
3,808 New
3,808 $288,000

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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