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

One Ascent Financial Services LLC

  • $1.53 Billion
  • Q1 2025

A detailed history of One Ascent Financial Services LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, One Ascent Financial Services LLC holds 46,434 shares of SCHA stock, worth $1.06 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
46,434
Previous 44,323 4.76%
Holding current value
$1.06 Million
Previous $1.15 Million 5.06%
% of portfolio
0.07%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$23.16 - $27.04 $48,890 - $57,081
2,111 Added 4.76%
46,434 $1.09 Million
Q4 2024

Feb 12, 2025
BUY
$25.33 - $51.16 $1.12 Million - $2.27 Million
44,323 New
44,323 $1.15 Million
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
1,261
Shares Held
269M
Call Options Held
66.4K
Put Options Held
2.7K
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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