A detailed history of Mc Carthy Grittinger Financial Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Mc Carthy Grittinger Financial Group, LLC holds 21,763 shares of SCHA stock, worth $566,273. This represents 0.33% of its overall portfolio holdings.

Number of Shares
21,763
Previous 21,763 -0.0%
Holding current value
$566,273
Previous $1.03 Billion 8.54%
% of portfolio
0.33%
Previous 0.33%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024

SELL
$38.13 - $48.02 $36,032 - $45,378
-945 Reduced 4.16%
21,763 $1.03 Billion
Q3 2022

May 09, 2023

SELL
$37.65 - $45.9 $760,680 - $927,363
-20,204 Reduced 47.08%
22,708 $858 Million
Q2 2022

May 09, 2023

BUY
$37.88 - $48.01 $801,124 - $1.02 Million
21,149 Added 97.18%
42,912 $1.67 Billion
Q1 2022

May 09, 2023

BUY
$44.42 - $51.73 $483,334 - $562,874
10,881 Added 99.99%
21,763 $1.03 Billion
Q4 2020

May 09, 2023

SELL
$34.66 - $45.17 $17,226 - $22,449
-497 Reduced 4.37%
10,882 $968 Million
Q3 2020

May 09, 2023

BUY
$32.09 - $36.38 $288 - $327
9 Added 0.08%
11,379 $777 Million
Q2 2020

May 09, 2023

SELL
$23.59 - $35.22 $516,455 - $771,071
-21,893 Reduced 65.82%
11,370 $743 Million
Q1 2020

May 09, 2023

BUY
$22.29 - $38.7 $741,432 - $1.29 Million
33,263 New
33,263 $1.71 Billion

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Mc Carthy Grittinger Financial Group, LLC Portfolio

Follow Mc Carthy Grittinger Financial Group, LLC 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 Mc Carthy Grittinger Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Carthy Grittinger Financial Group, LLC with notifications on news.