Montag A & Associates Inc Schwab Strategic Tr Us Small C Transaction History

Montag A & Associates Inc

  • $1.97 Billion
  • Q2 2024

A detailed history of Montag A & Associates Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Montag A & Associates Inc holds 1,000 shares of SCHA stock, worth $51,420. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,000 -0.0%
Holding current value
$51,420
Previous $49,000 4.08%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 07, 2024
BUY
$44.84 - $49.24 $44,840 - $49,240
1,000 New
1,000 $49,000
Q2 2022

Aug 10, 2022
SELL
$37.88 - $48.01 $37,880 - $48,010
-1,000 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$44.42 - $51.73 $888 - $1,034
20 Added 2.04%
1,000 $47,000
Q4 2021

Feb 09, 2022
BUY
$48.64 - $55.07 $47,667 - $53,968
980 New
980 $0

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
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