Mark Sheptoff Financial Planning, LLC Schwab Strategic Tr Us Small C Transaction History

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 76 shares of SCHA stock, worth $1,840. This represents 0.0% of its overall portfolio holdings.

Number of Shares
76
Previous 38 100.0%
Holding current value
$1,840
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 11, 2025
BUY
$25.33 - $51.16 $962 - $1,944
38 Added 100.0%
76 $1,000
Q4 2022

Feb 14, 2023
SELL
$38.25 - $43.54 $459 - $522
-12 Reduced 24.0%
38 $1,000
Q1 2022

May 12, 2022
BUY
$44.42 - $51.73 $1,110 - $1,293
25 Added 100.0%
50 $2,000
Q1 2020

May 07, 2020
BUY
$22.29 - $38.7 $557 - $967
25 New
25 $1,000
Q3 2019

Nov 12, 2019
SELL
$34.78 - $36.12 $4,834 - $5,020
-139 Closed
0 $0
Q3 2017

Nov 09, 2017
BUY
N/A
139
139 $9,000

Others Institutions Holding SCHA

# of Institutions
1,249
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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