Meritage Portfolio Management Schwab Strategic Tr Us Small C Transaction History

Meritage Portfolio Management

  • $1.63 Billion
  • Q3 2024

Shares

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

Apr 29, 2024
SELL
$44.84 - $49.24 $2,914 - $3,200
-65 Reduced 1.21%
5,313 $262,000
Q4 2023

Feb 02, 2024
SELL
$38.13 - $48.02 $242,811 - $305,791
-6,368 Reduced 54.21%
5,378 $254,000
Q3 2023

Oct 30, 2023
SELL
$40.85 - $46.1 $8,292 - $9,358
-203 Reduced 1.7%
11,746 $487,000
Q2 2023

Jul 31, 2023
SELL
$39.91 - $43.82 $8,620 - $9,465
-216 Reduced 1.78%
11,949 $523,000
Q1 2023

Apr 25, 2023
BUY
$39.82 - $46.36 $2,747 - $3,198
69 Added 0.57%
12,165 $510,000
Q2 2022

Jul 25, 2022
SELL
$37.88 - $48.01 $2,272 - $2,880
-60 Reduced 0.49%
12,096 $472,000
Q1 2022

Apr 25, 2022
BUY
$44.42 - $51.73 $269,984 - $314,414
6,078 Added 100.0%
12,156 $576,000
Q4 2021

Jan 28, 2022
SELL
$48.64 - $55.07 $85,655 - $96,978
-1,761 Reduced 22.46%
6,078 $622,000
Q3 2021

Oct 26, 2021
BUY
$48.3 - $52.49 $74,768 - $81,254
1,548 Added 24.61%
7,839 $785,000
Q2 2021

Jul 26, 2021
BUY
$48.39 - $52.91 $53,954 - $58,994
1,115 Added 21.54%
6,291 $655,000
Q1 2021

Apr 27, 2021
BUY
$43.89 - $52.63 $227,174 - $272,412
5,176 New
5,176 $516,000

Others Institutions Holding SCHA

# of Institutions
1,146
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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