Sax Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,800 shares of SCHC stock, worth $239,836. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,800
Previous 6,800 -0.0%
Holding current value
$239,836
Previous $262,000 11.07%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2024
BUY
$34.48 - $38.87 $234,463 - $264,316
6,800 New
6,800 $262,000
Q4 2023

Feb 14, 2024
SELL
$30.0 - $35.05 $90 - $105
-3 Reduced 0.04%
6,800 $237,000
Q4 2022

Feb 06, 2023
BUY
$27.31 - $32.98 $185,789 - $224,362
6,803 New
6,803 $214,000
Q1 2022

Apr 20, 2022
SELL
$34.89 - $41.24 $697 - $824
-20 Reduced 0.29%
6,803 $258,000
Q4 2021

Feb 07, 2022
BUY
$39.06 - $43.63 $266,506 - $297,687
6,823 New
6,823 $279,000

Others Institutions Holding SCHC

# of Institutions
432
Shares Held
46.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email