Sculati Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Sculati Wealth Management, LLC

  • $231 Million
  • Q1 2024

A detailed history of Sculati Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 116,663 shares of SCHA stock, worth $5.54 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
116,663
Previous 117,622 0.82%
Holding current value
$5.54 Million
Previous $5.56 Million 3.38%
% of portfolio
2.49%
Previous 2.6%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$44.84 - $49.24 $43,001 - $47,221
-959 Reduced 0.82%
116,663 $5.74 Million
Q4 2023

Feb 12, 2024
BUY
$38.13 - $48.02 $15,518 - $19,544
407 Added 0.35%
117,622 $5.56 Million
Q3 2023

Nov 09, 2023
BUY
$40.85 - $46.1 $75,858 - $85,607
1,857 Added 1.61%
117,215 $4.86 Million
Q2 2023

Aug 11, 2023
BUY
$39.91 - $43.82 $51,364 - $56,396
1,287 Added 1.13%
115,358 $5.05 Million
Q1 2023

May 05, 2023
SELL
$39.82 - $46.36 $14,295 - $16,643
-359 Reduced 0.31%
114,071 $4.78 Million
Q4 2022

Feb 10, 2023
BUY
$39.61 - $43.54 $22,181 - $24,382
560 Added 0.49%
114,430 $4.64 Million
Q3 2022

Nov 15, 2022
BUY
N/A
561 Added 0.5%
113,870 $4.3 Million
Q2 2022

Aug 09, 2022
BUY
N/A
2,869 Added 2.6%
113,309 $4.42 Million
Q1 2022

May 10, 2022
BUY
N/A
55,933 Added 102.62%
110,440 $5.23 Million
Q4 2021

Feb 07, 2022
BUY
N/A
511 Added 0.95%
54,507 $5.58 Million
Q3 2021

Nov 02, 2021
SELL
N/A
-400 Reduced 0.74%
53,996 $5.41 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-129 Reduced 0.24%
54,396 $5.67 Million
Q1 2021

May 14, 2021
SELL
N/A
-183 Reduced 0.33%
54,525 $5.44 Million
Q4 2020

Feb 10, 2021
SELL
N/A
-262 Reduced 0.48%
54,708 $4.87 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-517 Reduced 0.93%
54,970 $3.76 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-1,665 Reduced 2.91%
55,487 $3.63 Million
Q1 2020

May 22, 2020
BUY
N/A
1,618 Added 2.91%
57,152 $2.94 Million
Q4 2019

Feb 13, 2020
BUY
N/A
55,534 New
55,534 $4.2 Million

Others Institutions Holding SCHA

# of Institutions
1,102
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
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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