Private Client Services, LLC Schwab Strategic Tr Us Small C Transaction History

Private Client Services, LLC

  • $202 Billion
  • Q1 2025

A detailed history of Private Client Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Private Client Services, LLC holds 9,535 shares of SCHA stock, worth $232,081. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,535
Previous 10,419 8.48%
Holding current value
$232,081
Previous $269 Million 17.08%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Apr 08, 2025
SELL
$23.16 - $27.04 $20,473 - $23,903
-884 Reduced 8.48%
9,535 $223 Million
Q4 2024

Jan 08, 2025
BUY
$25.33 - $51.16 $132,222 - $267,055
5,220 Added 100.4%
10,419 $269 Million
Q3 2024

Oct 03, 2024
BUY
$46.9 - $51.96 $243,833 - $270,140
5,199 New
5,199 $268 Million

Others Institutions Holding SCHA

# of Institutions
1,256
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
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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