A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 6,019 shares of SCHA stock, worth $165,462. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,019
Previous 6,407 6.06%
Holding current value
$165,462
Previous $304,000 1.64%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 09, 2024

SELL
$46.9 - $51.96 $18,197 - $20,160
-388 Reduced 6.06%
6,019 $309,000
Q2 2024

Jul 10, 2024

SELL
$45.24 - $49.04 $21,489 - $23,294
-475 Reduced 6.9%
6,407 $304,000
Q1 2024

Apr 11, 2024

SELL
$44.84 - $49.24 $6,456 - $7,090
-144 Reduced 2.05%
6,882 $338,000
Q4 2023

Jan 05, 2024

SELL
$38.13 - $48.02 $140,242 - $176,617
-3,678 Reduced 34.36%
7,026 $331,000
Q3 2023

Oct 10, 2023

SELL
$40.85 - $46.1 $40,645 - $45,869
-995 Reduced 8.51%
10,704 $443,000
Q2 2023

Jul 11, 2023

BUY
$39.91 - $43.82 $29,972 - $32,908
751 Added 6.86%
11,699 $512,000
Q4 2022

Jan 23, 2023

SELL
$38.25 - $43.54 $9,906 - $11,276
-259 Reduced 2.31%
10,948 $0
Q3 2022

Oct 21, 2022

SELL
$37.65 - $45.9 $26,543 - $32,359
-705 Reduced 5.92%
11,207 $424,000
Q2 2022

Jul 28, 2022

BUY
$37.88 - $48.01 $387,474 - $491,094
10,229 Added 607.78%
11,912 $464,000
Q1 2022

Apr 20, 2022

BUY
$44.42 - $51.73 $44,331 - $51,626
998 Added 145.69%
1,683 $80,000
Q4 2021

Jan 18, 2022

BUY
$48.64 - $55.07 $194 - $220
4 Added 0.59%
685 $70,000
Q3 2021

Oct 27, 2021

BUY
$48.3 - $52.49 $193 - $209
4 Added 0.59%
681 $68,000
Q2 2021

Aug 04, 2021

SELL
$48.39 - $52.91 $3,387 - $3,703
-70 Reduced 9.37%
677 $0
Q1 2021

Apr 09, 2021

BUY
$43.89 - $52.63 $87 - $105
2 Added 0.27%
747 $74,000
Q4 2020

Jan 22, 2021

SELL
$34.66 - $45.17 $6,828 - $8,898
-197 Reduced 20.91%
745 $66,000
Q3 2020

Oct 21, 2020

BUY
$32.09 - $36.38 $128 - $145
4 Added 0.43%
942 $64,000
Q2 2020

Jul 15, 2020

BUY
$23.59 - $35.22 $47 - $70
2 Added 0.21%
938 $61,000
Q1 2020

Apr 16, 2020

SELL
$22.29 - $38.7 $13,797 - $23,955
-619 Reduced 39.81%
936 $48,000
Q4 2019

Jan 10, 2020

SELL
$33.63 - $38.03 $16,310 - $18,444
-485 Reduced 23.77%
1,555 $118,000
Q3 2019

Oct 29, 2019

BUY
$34.78 - $36.12 $70,951 - $73,684
2,040 New
2,040 $142,000
Q1 2019

Apr 04, 2019

SELL
N/A
-1,314 Closed
0 $0
Q3 2018

Oct 12, 2018

BUY
N/A
1,314 New
1,314 $100,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
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