Seaside Wealth Management, Inc. Schwab Strategic Tr Intl Small Transaction History

Seaside Wealth Management, Inc.

$234 Million
Q1 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 9,816 shares of SCHC stock, worth $349,547. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,816

Previous 10,012 1.96%

Holding current value

$349,547

Previous $349,000 0.57%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$33.2 - $35.86 $6,507 - $7,028	-196 Reduced 1.96%	9,816 $351,000
Q4 2023 Jan 23, 2024	SELL	$30.0 - $35.05 $17,550 - $20,504	-585 Reduced 5.52%	10,012 $349,000
Q3 2023 Oct 13, 2023	SELL	$32.0 - $35.51 $22,688 - $25,176	-709 Reduced 6.27%	10,597 $341,000
Q2 2023 Jul 17, 2023	SELL	$32.67 - $34.58 $3.69 Million - $3.9 Million	-112,898 Reduced 90.9%	11,306 $381,000
Q1 2023 May 09, 2023	BUY	$31.54 - $34.93 $218,856 - $242,379	6,939 Added 5.92%	124,204 $4.19 Million

Q4 2022 Feb 09, 2023	BUY	$29.55 - $32.98 $172,217 - $192,207	5,828 Added 5.23%	117,265 $3.69 Million
Q3 2022 Nov 09, 2022	BUY	N/A	16,542 Added 17.43%	111,437 $3.24 Million
Q2 2022 Aug 30, 2022	BUY	N/A	94,895 New	94,895 $3.17 Million

Others Institutions Holding SCHC

# of Institutions

405

Shares Held

88.1M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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Seaside Wealth Management, Inc. Schwab Strategic Tr Intl Small Transaction History