Safeguard Financial, LLC Schwab Strategic Tr Us Small C Transaction History

Safeguard Financial, LLC

  • $422 Million
  • Q3 2024

A detailed history of Safeguard Financial, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Safeguard Financial, LLC holds 79,815 shares of SCHA stock, worth $2.15 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
79,815
Previous 76,249 4.68%
Holding current value
$2.15 Million
Previous $3.62 Million 13.6%
% of portfolio
0.97%
Previous 1.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$46.9 - $51.96 $167,245 - $185,289
3,566 Added 4.68%
79,815 $4.11 Million
Q2 2024

Aug 07, 2024
BUY
$45.24 - $49.04 $182,362 - $197,680
4,031 Added 5.58%
76,249 $3.62 Million
Q1 2024

Apr 09, 2024
SELL
$44.84 - $49.24 $90,756 - $99,661
-2,024 Reduced 2.73%
72,218 $3.56 Million
Q4 2023

Jan 30, 2024
BUY
$38.13 - $48.02 $169,373 - $213,304
4,442 Added 6.36%
74,242 $3.51 Million
Q3 2023

Oct 30, 2023
SELL
$40.85 - $46.1 $179,658 - $202,747
-4,398 Reduced 5.93%
69,800 $2.89 Million
Q2 2023

Aug 07, 2023
BUY
$39.91 - $43.82 $195,798 - $214,980
4,906 Added 7.08%
74,198 $3.25 Million
Q1 2023

Apr 26, 2023
SELL
$39.82 - $46.36 $251,224 - $292,485
-6,309 Reduced 8.35%
69,292 $2.91 Million
Q4 2022

Jan 10, 2023
BUY
$38.25 - $43.54 $397,953 - $452,990
10,404 Added 15.96%
75,601 $3.06 Million
Q3 2022

Nov 07, 2022
BUY
$37.65 - $45.9 $229,665 - $279,990
6,100 Added 10.32%
65,197 $2.46 Million
Q2 2022

Aug 03, 2022
BUY
$37.88 - $48.01 $198,870 - $252,052
5,250 Added 9.75%
59,097 $2.3 Million
Q1 2022

Apr 19, 2022
BUY
$44.42 - $51.73 $2.39 Million - $2.79 Million
53,847 New
53,847 $2.55 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

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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