Powers Advisory Group, LLC Schwab Strategic Tr Us Small C Transaction History

Powers Advisory Group, LLC

$200 Million
Q3 2024

A detailed history of Powers Advisory Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Powers Advisory Group, LLC holds 86,154 shares of SCHA stock, worth $2.4 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares

86,154

Previous 84,275 2.23%

Holding current value

$2.4 Million

Previous $4 Million 10.96%

% of portfolio

2.21%

Previous 2.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$46.9 - $51.96 $88,125 - $97,632	1,879 Added 2.23%	86,154 $4.44 Million
Q2 2024 Jul 24, 2024	BUY	$45.24 - $49.04 $238,007 - $257,999	5,261 Added 6.66%	84,275 $4 Million
Q1 2024 Apr 19, 2024	BUY	$44.84 - $49.24 $127,121 - $139,595	2,835 Added 3.72%	79,014 $3.89 Million
Q4 2023 Jan 17, 2024	BUY	$38.13 - $48.02 $40,646 - $51,189	1,066 Added 1.42%	76,179 $3.6 Million
Q3 2023 Oct 18, 2023	BUY	$40.85 - $46.1 $165,769 - $187,073	4,058 Added 5.71%	75,113 $3.11 Million
Q2 2023 Jul 20, 2023	BUY	$39.91 - $43.82 $5,268 - $5,784	132 Added 0.19%	71,055 $3.11 Million
Q1 2023 Apr 13, 2023	BUY	$39.82 - $46.36 $104,129 - $121,231	2,615 Added 3.83%	70,923 $2.97 Million
Q4 2022 Jan 20, 2023	SELL	$38.25 - $43.54 $7,726 - $8,795	-202 Reduced 0.29%	68,308 $0
Q3 2022 Oct 14, 2022	BUY	$37.65 - $45.9 $139,794 - $170,426	3,713 Added 5.73%	68,510 $2.59 Million
Q2 2022 Jul 19, 2022	BUY	$37.88 - $48.01 $39,092 - $49,546	1,032 Added 1.62%	64,797 $2.53 Million
Q1 2022 May 11, 2022	BUY	$44.42 - $51.73 $1.6 Million - $1.86 Million	35,950 Added 129.25%	63,765 $3.02 Million
Q4 2021 May 06, 2022	BUY	$48.64 - $55.07 $1.35 Million - $1.53 Million	27,815 New	27,815 $2.85 Million

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Powers Advisory Group, LLC Schwab Strategic Tr Us Small C Transaction History