Portside Wealth Group, LLC Schwab Strategic Tr Us Small C Transaction History

Portside Wealth Group, LLC

  • $524 Billion
  • Q2 2024

A detailed history of Portside Wealth Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Portside Wealth Group, LLC holds 7,065 shares of SCHA stock, worth $348,021. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,065
Holding current value
$348,021
% of portfolio
0.06%

Shares

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

Jul 18, 2024
BUY
$45.24 - $49.04 $319,620 - $346,467
7,065 New
7,065 $335 Million
Q2 2023

Aug 01, 2023
BUY
$39.91 - $43.82 $553,631 - $607,871
13,872 New
13,872 $607,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
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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