Sheaff Brock Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Sheaff Brock Investment Advisors, LLC

  • $1.58 Billion
  • Q1 2024

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 14,710 shares of SCHA stock, worth $693,723. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,710
Previous 14,460 1.73%
Holding current value
$693,723
Previous $683,000 6.0%
% of portfolio
0.05%
Previous 0.05%

Shares

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

May 14, 2024
BUY
$44.84 - $49.24 $11,210 - $12,310
250 Added 1.73%
14,710 $724,000
Q4 2023

Feb 08, 2024
BUY
$38.13 - $48.02 $57,195 - $72,030
1,500 Added 11.57%
14,460 $683,000
Q4 2022

Feb 13, 2023
SELL
$39.61 - $43.54 $11,883 - $13,062
-300 Reduced 2.26%
12,960 $525,000
Q2 2022

Aug 02, 2022
BUY
N/A
1,200 Added 9.95%
13,260 $517,000
Q1 2022

May 16, 2022
BUY
N/A
4,100 Added 51.51%
12,060 $571,000
Q1 2022

May 06, 2022
BUY
N/A
2,500 Added 45.79%
7,960 $377,000
Q4 2021

Jun 02, 2022
BUY
N/A
1,930 Added 54.67%
5,460 $559,000
Q4 2021

Feb 03, 2022
SELL
N/A
-1,780 Reduced 33.52%
3,530 $361,000
Q3 2021

Jun 02, 2022
BUY
N/A
1,780 Added 50.42%
5,310 $531,000
Q3 2021

Nov 03, 2021
SELL
N/A
-1,500 Reduced 29.82%
3,530 $353,000
Q2 2021

Jun 02, 2022
BUY
N/A
1,700 Added 51.05%
5,030 $524,000
Q2 2021

Aug 16, 2021
SELL
N/A
-1,620 Reduced 32.73%
3,330 $347,000
Q1 2021

Jun 02, 2022
BUY
N/A
1,700 Added 52.31%
4,950 $493,000
Q1 2021

May 11, 2021
SELL
N/A
-1,882 Reduced 36.67%
3,250 $324,000
Q4 2020

Feb 01, 2021
BUY
N/A
1,900 Added 58.79%
5,132 $457,000
Q3 2020

Oct 30, 2020
BUY
N/A
3,232 New
3,232 $221,000

Others Institutions Holding SCHA

# of Institutions
1,103
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
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