One Ascent Financial Services LLC Schwab Strategic Tr Us Small C Transaction History

One Ascent Financial Services LLC

  • $139 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$44.84 - $49.24 $98,334 - $107,983
-2,193 Reduced 9.1%
21,909 $1.08 Million
Q4 2023

Jan 11, 2024
SELL
$38.13 - $48.02 $46,861 - $59,016
-1,229 Reduced 4.85%
24,102 $1.14 Million
Q3 2023

Oct 13, 2023
BUY
$40.85 - $46.1 $1.03 Million - $1.17 Million
25,331 New
25,331 $1.05 Million

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
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 One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services 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 One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email