A detailed history of Obermeyer Wood Investment Counsel, Lllp transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Obermeyer Wood Investment Counsel, Lllp holds 4,477 shares of SCHA stock, worth $120,520. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,477
Previous 4,315 3.75%
Holding current value
$120,520
Previous $204,000 12.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 05, 2024

BUY
$46.9 - $51.96 $7,597 - $8,417
162 Added 3.75%
4,477 $230,000
Q4 2023

Jan 31, 2024

BUY
$38.13 - $48.02 $164,530 - $207,206
4,315 New
4,315 $203,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Obermeyer Wood Investment Counsel, Lllp Portfolio

Follow Obermeyer Wood Investment Counsel, Lllp 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 Obermeyer Wood Investment Counsel, Lllp, based on Form 13F filings with the SEC.

News

Stay updated on Obermeyer Wood Investment Counsel, Lllp with notifications on news.