A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 4,953 shares of SCHA stock, worth $239,626. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,953
Previous 4,638 6.79%
Holding current value
$239,626
Previous $228 Million 2.91%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$45.24 - $49.04 $14,250 - $15,447
315 Added 6.79%
4,953 $235 Million
Q1 2024

Apr 25, 2024

BUY
$44.84 - $49.24 $17,980 - $19,745
401 Added 9.46%
4,638 $228 Million
Q4 2023

Feb 06, 2024

BUY
$38.13 - $48.02 $161,556 - $203,460
4,237 New
4,237 $200 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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

Track Patrick M Sweeney & Associates, Inc Portfolio

Follow Patrick M Sweeney & Associates, Inc 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 Patrick M Sweeney & Associates, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patrick M Sweeney & Associates, Inc with notifications on news.