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 76,607 shares of SCHA stock, worth $1.99 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
76,607
Previous 71,794 6.7%
Holding current value
$1.99 Million
Previous $3.41 Billion 15.81%
% of portfolio
1.88%
Previous 1.76%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$46.9 - $51.96 $225,729 - $250,083
4,813 Added 6.7%
76,607 $3.95 Billion
Q2 2024

Jul 31, 2024

BUY
$45.24 - $49.04 $289,400 - $313,708
6,397 Added 9.78%
71,794 $3.41 Billion
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
$38.25 - $43.54 $1.37 Million - $1.56 Million
35,895 New
35,895 $1.45 Billion

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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