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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 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 27,042 shares of SCHA stock, worth $727,970. This represents 0.06% of its overall portfolio holdings.

Number of Shares
27,042
Previous 29,939 9.68%
Holding current value
$727,970
Previous $1.42 Million 1.97%
% of portfolio
0.06%
Previous 0.06%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,144
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
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