Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 13,042 shares of SCHA stock, worth $297,748. This represents 0.28% of its overall portfolio holdings.

Number of Shares
13,042
Previous 13,975 6.68%
Holding current value
$297,748
Previous $361 Million 15.45%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Apr 25, 2025
SELL
$23.16 - $27.04 $21,608 - $25,228
-933 Reduced 6.68%
13,042 $306 Million
Q4 2024

Jan 29, 2025
BUY
$25.33 - $51.16 $190,126 - $384,006
7,506 Added 116.03%
13,975 $361 Million
Q3 2024

Nov 12, 2024
SELL
$46.9 - $51.96 $62,658 - $69,418
-1,336 Reduced 17.12%
6,469 $333 Million
Q2 2024

Aug 09, 2024
SELL
$45.24 - $49.04 $107,580 - $116,617
-2,378 Reduced 23.35%
7,805 $370 Million
Q1 2024

May 14, 2024
BUY
$44.84 - $49.24 $456,605 - $501,410
10,183 New
10,183 $501 Million

Others Institutions Holding SCHA

# of Institutions
1,265
Shares Held
273M
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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