A detailed history of Orion Portfolio Solutions, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 8,181 shares of SCHC stock, worth $291,979. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,181
Previous 6,439 27.05%
Holding current value
$291,979
Previous $229,000 37.55%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 15, 2024

BUY
$34.48 - $38.87 $60,064 - $67,711
1,742 Added 27.05%
8,181 $315,000
Q2 2024

Aug 13, 2024

SELL
$34.12 - $36.71 $11,976 - $12,885
-351 Reduced 5.17%
6,439 $229,000
Q1 2024

May 09, 2024

BUY
$33.2 - $35.86 $225,428 - $243,489
6,790 New
6,790 $243,000
Q3 2020

Nov 13, 2020

SELL
$29.72 - $33.44 $594 - $668
-20 Closed
0 $0
Q2 2020

Aug 19, 2020

SELL
$23.02 - $31.17 $2,394 - $3,241
-104 Reduced 83.87%
20 $1,000
Q1 2020

May 15, 2020

SELL
$20.7 - $34.9 $952 - $1,605
-46 Reduced 27.06%
124 $3,000
Q4 2019

Feb 14, 2020

BUY
$31.2 - $34.65 $5,304 - $5,890
170 New
170 $6,000

Others Institutions Holding SCHC

About SCHWAB STRATEGIC TR INTL SMALL


  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
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