Principle Wealth Partners LLC Schwab Strategic Tr Us Small C Transaction History

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Principle Wealth Partners LLC holds 15,477 shares of SCHA stock, worth $411,688. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,477
Previous 7,571 104.42%
Holding current value
$411,688
Previous $389,000 2.83%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$25.33 - $51.16 $200,258 - $404,470
7,906 Added 104.42%
15,477 $400,000
Q3 2023

Nov 01, 2023
BUY
$40.85 - $46.1 $40 - $46
1 Added 0.01%
7,571 $313,000
Q2 2023

Jul 31, 2023
SELL
$39.91 - $43.82 $39 - $43
-1 Reduced 0.01%
7,570 $331,000
Q1 2023

May 10, 2023
SELL
$39.82 - $46.36 $278,740 - $324,520
-7,000 Reduced 48.04%
7,571 $317,000
Q4 2022

Feb 02, 2023
SELL
$38.25 - $43.54 $11,016 - $12,539
-288 Reduced 1.94%
14,571 $590,000
Q3 2022

Nov 14, 2022
BUY
$37.65 - $45.9 $10,843 - $13,219
288 Added 1.98%
14,859 $562,000
Q2 2022

Aug 02, 2022
BUY
$37.88 - $48.01 $551,949 - $699,553
14,571 New
14,571 $568,000
Q1 2020

May 13, 2020
SELL
$22.29 - $38.7 $988,249 - $1.72 Million
-44,336 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$33.63 - $38.03 $27,139 - $30,690
807 Added 1.85%
44,336 $3.35 Million
Q3 2019

Nov 05, 2019
BUY
$34.78 - $36.12 $83,889 - $87,121
2,412 Added 5.87%
43,529 $3.04 Million
Q2 2019

Nov 05, 2019
BUY
N/A
3,197 Added 8.43%
41,117 $2.94 Million
Q1 2019

Oct 30, 2019
SELL
N/A
-4,030 Reduced 9.61%
37,920 $2.65 Million
Q4 2018

Oct 11, 2019
BUY
N/A
41,950 New
41,950 $2.55 Million

Others Institutions Holding SCHA

# of Institutions
1,235
Shares Held
270M
Call Options Held
64.2K
Put Options Held
3K
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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