A detailed history of Pfg Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Pfg Advisors holds 28,686 shares of SCHA stock, worth $772,227. This represents 0.1% of its overall portfolio holdings.

Number of Shares
28,686
Previous 27,535 4.18%
Holding current value
$772,227
Previous $1.31 Million 13.09%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 15, 2024

BUY
$46.9 - $51.96 $53,981 - $59,805
1,151 Added 4.18%
28,686 $1.48 Million
Q2 2024

Aug 07, 2024

BUY
$45.24 - $49.04 $150,513 - $163,156
3,327 Added 13.74%
27,535 $1.31 Million
Q1 2024

May 06, 2024

BUY
$44.84 - $49.24 $90,038 - $98,873
2,008 Added 9.05%
24,208 $1.19 Million
Q4 2023

Jan 19, 2024

SELL
$38.13 - $48.02 $149,583 - $188,382
-3,923 Reduced 15.02%
22,200 $1.05 Million
Q3 2023

Oct 13, 2023

SELL
$40.85 - $46.1 $180,638 - $203,854
-4,422 Reduced 14.48%
26,123 $1.08 Million
Q2 2023

Jul 20, 2023

SELL
$39.91 - $43.82 $92,910 - $102,012
-2,328 Reduced 7.08%
30,545 $1.34 Million
Q1 2023

Apr 20, 2023

SELL
$39.82 - $46.36 $97,917 - $113,999
-2,459 Reduced 6.96%
32,873 $1.38 Million
Q4 2022

Jan 27, 2023

SELL
$38.25 - $43.54 $25,359 - $28,867
-663 Reduced 1.84%
35,332 $1.43 Million
Q3 2022

Oct 13, 2022

BUY
$37.65 - $45.9 $1.36 Million - $1.65 Million
35,995 New
35,995 $1.36 Million
Q1 2022

Apr 19, 2022

SELL
$44.42 - $51.73 $1.37 Million - $1.6 Million
-30,839 Closed
0 $0
Q4 2021

Jan 21, 2022

BUY
$48.64 - $55.07 $63,572 - $71,976
1,307 Added 4.43%
30,839 $3.16 Million
Q3 2021

Nov 05, 2021

BUY
$48.3 - $52.49 $185,858 - $201,981
3,848 Added 14.98%
29,532 $2.96 Million
Q2 2021

Jul 28, 2021

BUY
$48.39 - $52.91 $360,747 - $394,444
7,455 Added 40.9%
25,684 $2.68 Million
Q1 2021

Apr 27, 2021

BUY
$43.89 - $52.63 $219,493 - $263,202
5,001 Added 37.81%
18,229 $1.82 Million
Q4 2020

Jan 26, 2021

BUY
$34.66 - $45.17 $113,372 - $147,751
3,271 Added 32.85%
13,228 $1.18 Million
Q3 2020

Oct 13, 2020

BUY
$32.09 - $36.38 $199,054 - $225,665
6,203 Added 165.24%
9,957 $725,000
Q2 2020

Jul 16, 2020

SELL
$23.59 - $35.22 $24,061 - $35,924
-1,020 Reduced 21.37%
3,754 $244,000
Q1 2020

Apr 29, 2020

SELL
$22.29 - $38.7 $41,481 - $72,020
-1,861 Reduced 28.05%
4,774 $261,000
Q4 2019

Jan 14, 2020

BUY
$33.63 - $38.03 $9,416 - $10,648
280 Added 4.41%
6,635 $501,000
Q3 2019

Oct 15, 2019

BUY
$34.78 - $36.12 $4,208 - $4,370
121 Added 1.94%
6,355 $430,000
Q2 2019

Aug 05, 2019

BUY
N/A
438 Added 7.56%
6,234 $455,000
Q1 2019

May 08, 2019

SELL
N/A
-19 Reduced 0.33%
5,796 $420,000
Q4 2018

Feb 19, 2019

BUY
N/A
1 Added 0.02%
5,815 $406,000
Q4 2018

Jan 18, 2019

BUY
N/A
1,499 Added 34.74%
5,814 $376,000
Q3 2018

Oct 26, 2018

BUY
N/A
893 Added 26.1%
4,315 $296,000
Q2 2018

Jul 19, 2018

BUY
N/A
3,422 New
3,422 $252,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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

Track Pfg Advisors Portfolio

Follow Pfg Advisors 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 Pfg Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Advisors with notifications on news.