Lutz Financial Services LLC Schwab Strategic Tr Us Small C Transaction History

Lutz Financial Services LLC

  • $1.14 Billion
  • Q1 2024

A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Lutz Financial Services LLC holds 176,126 shares of SCHA stock, worth $8.79 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
176,126
Previous 176,694 0.32%
Holding current value
$8.79 Million
Previous $8.35 Million 3.89%
% of portfolio
0.76%
Previous 0.78%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$44.84 - $49.24 $25,469 - $27,968
-568 Reduced 0.32%
176,126 $8.67 Million
Q4 2023

Feb 07, 2024
BUY
$38.13 - $48.02 $275,031 - $346,368
7,213 Added 4.26%
176,694 $8.35 Million
Q3 2023

Nov 03, 2023
SELL
$40.85 - $46.1 $48,693 - $54,951
-1,192 Reduced 0.7%
169,481 $7.02 Million
Q2 2023

Aug 07, 2023
SELL
$39.91 - $43.82 $70,401 - $77,298
-1,764 Reduced 1.02%
170,673 $7.48 Million
Q1 2023

May 01, 2023
BUY
$39.82 - $46.36 $507,705 - $591,090
12,750 Added 7.98%
172,437 $7.23 Million
Q4 2022

Feb 06, 2023
BUY
$39.61 - $43.54 $266,971 - $293,459
6,740 Added 4.41%
159,687 $6.47 Million
Q3 2022

Oct 21, 2022
SELL
N/A
-12,561 Reduced 7.59%
152,947 $5.78 Million
Q2 2022

Jul 20, 2022
BUY
N/A
42,236 Added 34.26%
165,508 $6.45 Million
Q1 2022

Apr 25, 2022
BUY
N/A
49,541 Added 67.19%
123,272 $5.84 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-7,095 Reduced 8.78%
73,731 $7.55 Million
Q3 2021

Oct 27, 2021
BUY
N/A
6,296 Added 8.45%
80,826 $8.09 Million
Q2 2021

Jul 26, 2021
SELL
N/A
-1,548 Reduced 2.03%
74,530 $7.77 Million
Q1 2021

Apr 27, 2021
SELL
N/A
-3,671 Reduced 4.6%
76,078 $7.58 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-3,414 Reduced 4.11%
79,749 $7.1 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-2,453 Reduced 2.87%
83,163 $5.68 Million
Q2 2020

Jul 28, 2020
SELL
N/A
-36,583 Reduced 29.94%
85,616 $5.59 Million
Q1 2020

Apr 27, 2020
BUY
N/A
77,602 Added 174.01%
122,199 $6.3 Million
Q4 2019

Feb 03, 2020
BUY
N/A
126 Added 0.28%
44,597 $3.37 Million
Q3 2019

Oct 31, 2019
BUY
N/A
25,297 Added 131.93%
44,471 $3.1 Million
Q2 2019

Aug 13, 2019
BUY
N/A
21 Added 0.11%
19,174 $1.37 Million
Q1 2019

May 06, 2019
BUY
N/A
79 Added 0.41%
19,153 $1.34 Million
Q4 2018

Feb 13, 2019
BUY
N/A
19,074 New
19,074 $1.16 Million

Others Institutions Holding SCHA

# of Institutions
1,110
Shares Held
226M
Call Options Held
56K
Put Options Held
18.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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