Riversedge Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Riversedge Advisors, LLC

$412 Million
Q3 2024

A detailed history of Riversedge Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Riversedge Advisors, LLC holds 325,384 shares of SCHA stock, worth $8.53 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares

325,384

Previous 320,057 1.66%

Holding current value

$8.53 Million

Previous $15.2 Million 10.35%

% of portfolio

4.07%

Previous 3.84%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$46.9 - $51.96 $249,836 - $276,790	5,327 Added 1.66%	325,384 $16.8 Million
Q2 2024 Jul 26, 2024	SELL	$45.24 - $49.04 $308,943 - $334,894	-6,829 Reduced 2.09%	320,057 $15.2 Million
Q1 2024 Apr 30, 2024	SELL	$44.84 - $49.24 $452,570 - $496,979	-10,093 Reduced 3.0%	326,886 $16.1 Million
Q4 2023 Jan 17, 2024	BUY	$38.13 - $48.02 $2.31 Million - $2.91 Million	60,545 Added 21.9%	336,979 $15.9 Million
Q3 2023 Oct 19, 2023	SELL	$40.85 - $46.1 $85,008 - $95,934	-2,081 Reduced 0.75%	276,434 $11.4 Million
Q2 2023 Jul 13, 2023	BUY	$39.91 - $43.82 $1.47 Million - $1.62 Million	36,895 Added 15.27%	278,515 $12.2 Million
Q1 2023 Apr 18, 2023	BUY	$39.82 - $46.36 $1.66 Million - $1.94 Million	41,747 Added 20.89%	241,620 $10.1 Million
Q4 2022 Jan 20, 2023	BUY	$38.25 - $43.54 $195,572 - $222,620	5,113 Added 2.63%	199,873 $0
Q3 2022 Oct 17, 2022	SELL	$37.65 - $45.9 $1.59 Million - $1.93 Million	-42,109 Reduced 17.78%	194,760 $7.36 Million
Q2 2022 Jul 28, 2022	BUY	$37.88 - $48.01 $508,084 - $643,958	13,413 Added 6.0%	236,869 $9.24 Million
Q1 2022 Apr 18, 2022	BUY	$44.42 - $51.73 $5.52 Million - $6.42 Million	124,167 Added 125.06%	223,456 $10.6 Million
Q4 2021 Feb 02, 2022	BUY	$48.64 - $55.07 $226,419 - $256,350	4,655 Added 4.92%	99,289 $10.2 Million
Q3 2021 Oct 20, 2021	BUY	$48.3 - $52.49 $244,542 - $265,756	5,063 Added 5.65%	94,634 $9.47 Million
Q2 2021 Jul 16, 2021	BUY	$48.39 - $52.91 $28,259 - $30,899	584 Added 0.66%	89,571 $9.33 Million
Q1 2021 Apr 28, 2021	SELL	$43.89 - $52.63 $354,280 - $424,829	-8,072 Reduced 8.32%	88,987 $8.87 Million
Q4 2020 Feb 12, 2021	BUY	$34.66 - $45.17 $59,095 - $77,014	1,705 Added 1.79%	97,059 $8.64 Million
Q3 2020 Nov 12, 2020	BUY	$32.09 - $36.38 $169,050 - $191,649	5,268 Added 5.85%	95,354 $6.52 Million
Q2 2020 Aug 03, 2020	BUY	$23.59 - $35.22 $842,422 - $1.26 Million	35,711 Added 65.68%	90,086 $5.89 Million
Q1 2020 Apr 29, 2020	BUY	$22.29 - $38.7 $191,136 - $331,852	8,575 Added 18.72%	54,375 $2.8 Million
Q4 2019 Feb 13, 2020	BUY	$33.63 - $38.03 $175,784 - $198,782	5,227 Added 12.88%	45,800 $3.46 Million
Q2 2019 Sep 11, 2019	BUY	N/A	40,573 New	40,573 $2.74 Million

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

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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Riversedge Advisors, LLC Schwab Strategic Tr Us Small C Transaction History