Mycio Wealth Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Mycio Wealth Partners, LLC

  • $435 Million
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 14, 2020
SELL
$22.29 - $38.7 $212,602 - $369,120
-9,538 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$33.63 - $38.03 $29,190 - $33,010
868 Added 10.01%
9,538 $721,000
Q3 2019

Nov 12, 2019
SELL
$34.78 - $36.12 $38,153 - $39,623
-1,097 Reduced 11.23%
8,670 $605,000
Q2 2019

Aug 05, 2019
BUY
N/A
592 Added 6.45%
9,767 $698,000
Q1 2019

Apr 18, 2019
BUY
N/A
175 Added 1.94%
9,175 $642,000
Q4 2018

Jan 22, 2019
BUY
N/A
14 Added 0.16%
9,000 $546,000
Q3 2018

Oct 25, 2018
SELL
N/A
-56 Reduced 0.62%
8,986 $684,000
Q2 2018

Jul 19, 2018
BUY
N/A
138 Added 1.55%
9,042 $665,000
Q1 2018

Apr 27, 2018
BUY
N/A
306 Added 3.56%
8,904 $616,000
Q4 2017

Jan 31, 2018
BUY
N/A
799 Added 10.24%
8,598 $600,000
Q3 2017

Oct 19, 2017
SELL
N/A
-1,017 Reduced 11.54%
7,799 $525,000
Q2 2017

Aug 10, 2017
SELL
N/A
-98 Reduced 1.1%
8,816 $563,000
Q2 2017

Aug 08, 2017
BUY
N/A
8,914
8,914 $561,000

Others Institutions Holding SCHA

# of Institutions
1,144
Shares Held
146M
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
Track This Portfolio

Track Mycio Wealth Partners, LLC Portfolio

Follow Mycio Wealth Partners, 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 Mycio Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mycio Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email