Northwest Capital Management Inc Schwab Strategic Tr Us Small C Transaction History

Northwest Capital Management Inc

  • $306 Million
  • Q1 2024

A detailed history of Northwest Capital Management Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Northwest Capital Management Inc holds 15,246 shares of SCHA stock, worth $719,001. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,246
Previous 15,246 -0.0%
Holding current value
$719,001
Previous $720,000 4.17%
% of portfolio
0.25%
Previous 0.25%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024
SELL
$38.13 - $48.02 $2,135 - $2,689
-56 Reduced 0.37%
15,246 $720,000
Q3 2023

Oct 10, 2023
SELL
$40.85 - $46.1 $8,455 - $9,542
-207 Reduced 1.33%
15,302 $633,000
Q1 2023

May 03, 2023
SELL
$39.82 - $46.36 $48,460 - $56,420
-1,217 Reduced 7.28%
15,509 $650,000
Q4 2022

Feb 02, 2023
SELL
$39.61 - $43.54 $96,608 - $106,194
-2,439 Reduced 12.73%
16,726 $677,000
Q3 2022

Nov 07, 2022
SELL
N/A
-10,283 Reduced 34.92%
19,165 $724,000
Q2 2022

Aug 02, 2022
BUY
N/A
1,511 Added 5.41%
29,448 $1.15 Million
Q1 2022

May 10, 2022
BUY
N/A
13,384 Added 91.97%
27,937 $1.32 Million
Q4 2021

Feb 07, 2022
BUY
N/A
7,309 Added 100.9%
14,553 $1.34 Million
Q3 2021

Oct 25, 2021
SELL
N/A
-554 Reduced 7.1%
7,244 $758,000
Q2 2021

Aug 02, 2021
BUY
N/A
455 Added 6.2%
7,798 $791,000
Q1 2021

May 10, 2021
BUY
N/A
1,235 Added 20.22%
7,343 $732,000
Q4 2020

Feb 09, 2021
BUY
N/A
1,051 Added 20.78%
6,108 $544,000
Q2 2020

Jul 24, 2020
SELL
N/A
-926 Reduced 15.48%
5,057 $330,000
Q1 2020

May 11, 2020
SELL
N/A
-57 Reduced 0.94%
5,983 $308,000
Q4 2019

Jan 27, 2020
SELL
N/A
-24 Reduced 0.4%
6,040 $457,000
Q3 2019

Oct 23, 2019
SELL
N/A
-478 Reduced 7.31%
6,064 $423,000
Q2 2019

Aug 01, 2019
SELL
N/A
-242 Reduced 3.57%
6,542 $468,000
Q1 2019

May 07, 2019
SELL
N/A
-6,581 Reduced 49.24%
6,784 $474,000
Q4 2018

Jan 30, 2019
BUY
N/A
4,394 Added 48.98%
13,365 $811,000
Q3 2018

Oct 26, 2018
BUY
N/A
86 Added 0.97%
8,971 $684,000
Q2 2018

Aug 01, 2018
BUY
N/A
39 Added 0.44%
8,885 $654,000
Q1 2018

May 02, 2018
SELL
N/A
-1,803 Reduced 16.93%
8,846 $611,000
Q4 2017

Feb 06, 2018
BUY
N/A
10,649
10,649 $743,000

Others Institutions Holding SCHA

# of Institutions
1,103
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
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 Northwest Capital Management Inc Portfolio

Follow Northwest Capital Management Inc 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 Northwest Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Capital Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email