Patton Albertson Miller Group, LLC Schwab Strategic Tr Us Small C Transaction History

Patton Albertson Miller Group, LLC

  • $720 Million
  • Q3 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
SELL
$40.85 - $46.1 $11,192 - $12,631
-274 Reduced 4.97%
5,234 $216,000
Q2 2023

Jul 13, 2023
SELL
$39.91 - $43.82 $63,416 - $69,629
-1,589 Reduced 22.39%
5,508 $241,000
Q1 2023

Apr 21, 2023
BUY
$39.82 - $46.36 $282,602 - $329,016
7,097 New
7,097 $297,000
Q2 2022

Jul 22, 2022
SELL
$37.88 - $48.01 $345,086 - $437,371
-9,110 Reduced 63.48%
5,241 $204,000
Q1 2022

May 02, 2022
BUY
$44.42 - $51.73 $138,368 - $161,138
3,115 Added 27.72%
14,351 $680,000
Q4 2021

Feb 11, 2022
SELL
$48.64 - $55.07 $14,397 - $16,300
-296 Reduced 2.57%
11,236 $1.15 Million
Q3 2021

Oct 27, 2021
SELL
$48.3 - $52.49 $17,726 - $19,263
-367 Reduced 3.08%
11,532 $1.15 Million
Q2 2021

Jul 29, 2021
SELL
$48.39 - $52.91 $98,860 - $108,095
-2,043 Reduced 14.65%
11,899 $1.24 Million
Q1 2021

Apr 21, 2021
SELL
$43.89 - $52.63 $22,252 - $26,683
-507 Reduced 3.51%
13,942 $1.39 Million
Q4 2020

Feb 25, 2021
SELL
$34.66 - $45.17 $18,889 - $24,617
-545 Reduced 3.63%
14,449 $1.47 Million
Q3 2020

Nov 03, 2020
SELL
$32.09 - $36.38 $37,705 - $42,746
-1,175 Reduced 7.27%
14,994 $1.02 Million
Q2 2020

Aug 10, 2020
SELL
$23.59 - $35.22 $9,247 - $13,806
-392 Reduced 2.37%
16,169 $1.06 Million
Q1 2020

May 22, 2020
BUY
$22.29 - $38.7 $4,792 - $8,320
215 Added 1.32%
16,561 $853,000
Q4 2019

Feb 06, 2020
BUY
$33.63 - $38.03 $8,743 - $9,887
260 Added 1.62%
16,346 $1.24 Million
Q3 2019

Nov 13, 2019
BUY
$34.78 - $36.12 $79,924 - $83,003
2,298 Added 16.67%
16,086 $1.12 Million
Q2 2019

Aug 12, 2019
BUY
N/A
13,788 New
13,788 $965,000
Q4 2018

Feb 12, 2019
SELL
N/A
-900 Closed
0 $0
Q3 2018

Oct 25, 2018
BUY
N/A
900 New
900 $59,000

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

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  • Ticker SCHA
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