River Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History

River Wealth Advisors LLC

  • $692 Million
  • Q2 2024

A detailed history of River Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, River Wealth Advisors LLC holds 7,333 shares of SCHA stock, worth $377,062. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,333
Previous 6,730 8.96%
Holding current value
$377,062
Previous $331,000 4.83%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 13, 2024
BUY
$45.24 - $49.04 $27,279 - $29,571
603 Added 8.96%
7,333 $347,000
Q1 2024

May 14, 2024
SELL
$44.84 - $49.24 $36,903 - $40,524
-823 Reduced 10.9%
6,730 $331,000
Q4 2023

Feb 13, 2024
BUY
$38.13 - $48.02 $9,494 - $11,956
249 Added 3.41%
7,553 $356,000
Q3 2023

Nov 13, 2023
SELL
$40.85 - $46.1 $817 - $922
-20 Reduced 0.27%
7,304 $302,000
Q2 2023

Aug 09, 2023
BUY
$39.91 - $43.82 $29,533 - $32,426
740 Added 11.24%
7,324 $320,000
Q1 2023

May 11, 2023
SELL
$39.82 - $46.36 $58,017 - $67,546
-1,457 Reduced 18.12%
6,584 $276,000
Q4 2022

Feb 10, 2023
BUY
$38.25 - $43.54 $74,013 - $84,249
1,935 Added 31.69%
8,041 $325,000
Q3 2022

Nov 14, 2022
SELL
$37.65 - $45.9 $18,373 - $22,399
-488 Reduced 7.4%
6,106 $231,000
Q2 2022

Aug 10, 2022
BUY
$37.88 - $48.01 $58,714 - $74,415
1,550 Added 30.73%
6,594 $257,000
Q1 2022

May 09, 2022
BUY
$44.42 - $51.73 $114,692 - $133,566
2,582 Added 104.87%
5,044 $239,000
Q4 2021

Feb 11, 2022
SELL
$48.64 - $55.07 $50,731 - $57,438
-1,043 Reduced 29.76%
2,462 $252,000
Q3 2021

Nov 12, 2021
BUY
$48.3 - $52.49 $27,724 - $30,129
574 Added 19.58%
3,505 $351,000
Q2 2021

Aug 06, 2021
BUY
$48.39 - $52.91 $16,597 - $18,148
343 Added 13.25%
2,931 $305,000
Q1 2021

May 11, 2021
BUY
$43.89 - $52.63 $113,587 - $136,206
2,588 New
2,588 $258,000
Q1 2020

May 05, 2020
SELL
$22.29 - $38.7 $73,824 - $128,174
-3,312 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$33.63 - $38.03 $8,441 - $9,545
251 Added 8.2%
3,312 $250,000
Q3 2019

Oct 29, 2019
BUY
$34.78 - $36.12 $6,816 - $7,079
196 Added 6.84%
3,061 $213,000
Q2 2019

Jul 30, 2019
BUY
N/A
2,865 New
2,865 $205,000
Q1 2019

May 07, 2019
SELL
N/A
-3,207 Closed
0 $0
Q4 2018

Jan 25, 2019
BUY
N/A
585 Added 22.31%
3,207 $195,000
Q3 2018

Nov 09, 2018
BUY
N/A
470 Added 21.84%
2,622 $200,000
Q2 2018

Aug 13, 2018
BUY
N/A
2,152 New
2,152 $158,000

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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