Martel Wealth Advisors Inc Schwab Strategic Tr Us Small C Transaction History

Martel Wealth Advisors Inc

  • $489 Billion
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Oct 09, 2024
SELL
$39.82 - $46.36 $611,117 - $711,486
-15,347 Closed
0 $0
Q4 2022

Oct 09, 2024
SELL
$38.25 - $43.54 $1.85 Million - $2.11 Million
-48,389 Reduced 75.92%
15,347 $622 Million
Q3 2022

Oct 09, 2024
SELL
$37.65 - $45.9 $488,734 - $595,827
-12,981 Reduced 16.92%
63,736 $2.41 Billion
Q2 2022

Oct 09, 2024
SELL
$37.88 - $48.01 $592,443 - $750,876
-15,640 Reduced 16.93%
76,717 $3.05 Billion
Q1 2022

Oct 09, 2024
BUY
$44.42 - $51.73 $2.09 Million - $2.43 Million
47,003 Added 103.64%
92,357 $4.4 Billion
Q4 2021

Oct 09, 2024
SELL
$48.64 - $55.07 $17,607 - $19,935
-362 Reduced 0.79%
45,354 $4.53 Billion
Q3 2021

Oct 09, 2024
BUY
$48.3 - $52.49 $45,498 - $49,445
942 Added 2.1%
45,716 $4.57 Billion
Q2 2021

Oct 09, 2024
SELL
$48.39 - $52.91 $23,953 - $26,190
-495 Reduced 1.09%
44,774 $4.66 Billion
Q1 2021

Oct 09, 2024
SELL
$43.89 - $52.63 $283,661 - $340,147
-6,463 Reduced 12.49%
45,269 $4.63 Billion
Q4 2020

Oct 09, 2024
BUY
$34.66 - $45.17 $1.79 Million - $2.34 Million
51,732 New
51,732 $3.95 Billion
Q3 2020

Oct 18, 2024
SELL
$32.09 - $36.38 $120,979 - $137,152
-3,770 Reduced 5.84%
60,786 $4.15 Billion
Q2 2020

Oct 18, 2024
BUY
$23.59 - $35.22 $59,800 - $89,282
2,535 Added 4.09%
64,556 $4.22 Billion
Q1 2020

Oct 18, 2024
BUY
$22.29 - $38.7 $139,624 - $242,416
6,264 Added 11.23%
62,021 $3.2 Billion
Q4 2019

Oct 18, 2024
SELL
$33.63 - $38.03 $12,712 - $14,375
-378 Reduced 0.67%
55,757 $4.22 Billion
Q3 2019

Oct 18, 2024
BUY
$34.78 - $36.12 $2,886 - $2,997
83 Added 0.15%
56,135 $3.91 Billion
Q2 2019

Oct 18, 2024
BUY
N/A
1,406 Added 2.57%
56,052 $4.01 Billion
Q1 2019

Oct 18, 2024
SELL
N/A
-1,868 Reduced 3.31%
54,646 $3.82 Billion
Q4 2018

Oct 18, 2024
BUY
N/A
6,786 Added 13.65%
56,514 $3.43 Billion
Q3 2018

Oct 18, 2024
BUY
N/A
49,728 New
49,728 $3.79 Billion

Others Institutions Holding SCHA

# of Institutions
1,144
Shares Held
146M
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
Track This Portfolio

Track Martel Wealth Advisors Inc Portfolio

Follow Martel Wealth Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email