My Purposeful Wealth Corp. Schwab Strategic Tr Us Small C Transaction History

My Purposeful Wealth Corp.

$168 Billion
Q1 2024

A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 65,397 shares of SCHA stock, worth $3.09 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

65,397

Previous 51,234 27.64%

Holding current value

$3.09 Million

Previous $2.42 Billion 33.05%

% of portfolio

1.92%

Previous 1.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$44.84 - $49.24 $635,068 - $697,386	14,163 Added 27.64%	65,397 $3.22 Billion
Q4 2023 Feb 06, 2024	BUY	$38.13 - $48.02 $585,486 - $737,347	15,355 Added 42.8%	51,234 $2.42 Billion
Q3 2023 Nov 14, 2023	SELL	$40.85 - $46.1 $12,581 - $14,198	-308 Reduced 0.85%	35,879 $1.49 Billion
Q2 2023 Jul 24, 2023	BUY	$39.91 - $43.82 $18,159 - $19,938	455 Added 1.27%	36,187 $1.58 Billion
Q1 2023 Apr 26, 2023	SELL	$39.82 - $46.36 $6,490 - $7,556	-163 Reduced 0.45%	35,732 $1.5 Billion

Q4 2022 Feb 09, 2023	BUY	$39.61 - $43.54 $1.42 Million - $1.56 Million	35,895 New	35,895 $1.45 Billion

Others Institutions Holding SCHA

# of Institutions

1,105

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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My Purposeful Wealth Corp. Schwab Strategic Tr Us Small C Transaction History