Paragon Wealth Strategies, LLC Schwab Strategic Tr Us Small C Transaction History

Paragon Wealth Strategies, LLC

  • $346 Million
  • Q4 2023

A detailed history of Paragon Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Paragon Wealth Strategies, LLC holds 5,458 shares of SCHA stock, worth $149,712. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,458
Previous 5,074 7.57%
Holding current value
$149,712
Previous $210,000 22.38%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 03, 2024
BUY
$38.13 - $48.02 $14,641 - $18,439
384 Added 7.57%
5,458 $257,000
Q3 2023

Oct 16, 2023
BUY
$40.85 - $46.1 $15,808 - $17,840
387 Added 8.26%
5,074 $210,000
Q2 2023

Jul 26, 2023
BUY
$39.91 - $43.82 $187,058 - $205,384
4,687 New
4,687 $205,000

Others Institutions Holding SCHA

# of Institutions
1,323
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
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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