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

Sendero Wealth Management, LLC

  • $627 Million
  • Q4 2024

A detailed history of Sendero Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 12,800 shares of SCHA stock, worth $344,832. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,800
Previous 6,400 100.0%
Holding current value
$344,832
Previous $329,000 0.61%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$25.33 - $51.16 $162,112 - $327,424
6,400 Added 100.0%
12,800 $331,000
Q2 2023

Jul 20, 2023
BUY
$39.91 - $43.82 $255,423 - $280,448
6,400 New
6,400 $280,000

Others Institutions Holding SCHA

# of Institutions
1,171
Shares Held
195M
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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