Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr Us Small C Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 53,561 shares of SCHA stock, worth $1.43 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

53,561

Previous 27,042 98.07%

Holding current value

$1.43 Million

Previous $1.39 Million 0.5%

% of portfolio

0.05%

Previous 0.06%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.33 - $51.16 $671,726 - $1.36 Million	26,519 Added 98.07%	53,561 $1.39 Million
Q3 2024 Nov 08, 2024	SELL	$46.9 - $51.96 $135,869 - $150,528	-2,897 Reduced 9.68%	27,042 $1.39 Million
Q2 2024 Aug 13, 2024	BUY	$45.24 - $49.04 $51,573 - $55,905	1,140 Added 3.96%	29,939 $1.42 Million
Q1 2024 Apr 30, 2024	BUY	$44.84 - $49.24 $18,294 - $20,089	408 Added 1.44%	28,799 $1.42 Million
Q4 2023 Jan 30, 2024	SELL	$38.13 - $48.02 $47,357 - $59,640	-1,242 Reduced 4.19%	28,391 $1.34 Million
Q3 2023 Oct 17, 2023	SELL	$40.85 - $46.1 $6,985 - $7,883	-171 Reduced 0.57%	29,633 $1.23 Million
Q2 2023 Jul 19, 2023	BUY	$39.91 - $43.82 $4,669 - $5,126	117 Added 0.39%	29,804 $1.31 Million
Q1 2023 May 10, 2023	BUY	$39.82 - $46.36 $20,746 - $24,153	521 Added 1.79%	29,687 $1.24 Million
Q4 2022 Feb 14, 2023	SELL	$38.25 - $43.54 $36,222 - $41,232	-947 Reduced 3.14%	29,166 $1.18 Million
Q3 2022 Oct 26, 2022	SELL	$37.65 - $45.9 $55,910 - $68,161	-1,485 Reduced 4.7%	30,113 $1.14 Million
Q2 2022 Aug 10, 2022	SELL	$37.88 - $48.01 $40,986 - $51,946	-1,082 Reduced 3.31%	31,598 $1.23 Million
Q1 2022 May 13, 2022	BUY	$44.42 - $51.73 $670,742 - $781,123	15,100 Added 85.89%	32,680 $1.55 Million
Q4 2021 Feb 14, 2022	SELL	$48.64 - $55.07 $31,956 - $36,180	-657 Reduced 3.6%	17,580 $1.8 Million
Q3 2021 Nov 02, 2021	SELL	$48.3 - $52.49 $45,933 - $49,917	-951 Reduced 4.96%	18,237 $1.83 Million
Q2 2021 Jul 27, 2021	BUY	$48.39 - $52.91 $19,065 - $20,846	394 Added 2.1%	19,188 $2 Million
Q1 2021 May 11, 2021	SELL	$43.89 - $52.63 $17,424 - $20,894	-397 Reduced 2.07%	18,794 $1.87 Million
Q4 2020 Feb 09, 2021	SELL	$34.66 - $45.17 $14,037 - $18,293	-405 Reduced 2.07%	19,191 $1.71 Million
Q3 2020 Oct 20, 2020	SELL	$32.09 - $36.38 $32,475 - $36,816	-1,012 Reduced 4.91%	19,596 $1.34 Million
Q2 2020 Jul 02, 2020	SELL	$23.59 - $35.22 $93,369 - $139,400	-3,958 Reduced 16.11%	20,608 $0
Q1 2020 Apr 01, 2020	SELL	$22.29 - $38.7 $87,800 - $152,439	-3,939 Reduced 13.82%	24,566 $0
Q4 2019 Feb 11, 2020	SELL	$33.63 - $38.03 $1.72 Million - $1.95 Million	-51,252 Reduced 64.26%	28,505 $0
Q3 2019 Oct 09, 2019	BUY	$34.78 - $36.12 $121,799 - $126,492	3,502 Added 4.59%	79,757 $0
Q2 2019 Aug 14, 2019	BUY	N/A	3,322 Added 4.55%	76,255 $5.45 Million
Q1 2019 May 08, 2019	BUY	N/A	4,378 Added 6.39%	72,933 $5.1 Million
Q4 2018 Feb 13, 2019	BUY	N/A	2,825 Added 4.3%	68,555 $4.16 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-4,170 Reduced 5.97%	65,730 $5.01 Million
Q2 2018 Aug 16, 2018	SELL	N/A	-815 Reduced 1.15%	69,900 $5.14 Million
Q1 2018 May 15, 2018	SELL	N/A	-868 Reduced 1.21%	70,715 $4.89 Million
Q4 2017 Feb 08, 2018	SELL	N/A	-526 Reduced 0.73%	71,583 $4.99 Million
Q3 2017 Nov 08, 2017	BUY	N/A	1,332 Added 1.88%	72,109 $4.86 Million
Q2 2017 Aug 15, 2017	BUY	N/A	70,777	70,777 $4.52 Million

Others Institutions Holding SCHA

# of Institutions

1,165

Shares Held

187M

Call Options Held

55.6K

Put Options Held

7.8K

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About SCHWAB STRATEGIC TR US SMALL-C

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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr Us Small C Transaction History