Sigma Planning Corp Schwab Strategic Tr Us Small C Transaction History

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025

A detailed history of Sigma Planning Corp transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sigma Planning Corp holds 8,763 shares of SCHA stock, worth $211,714. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,763
Holding current value
$211,714
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$23.16 - $27.04 $202,951 - $236,951
8,763 New
8,763 $205,000
Q2 2022

Aug 11, 2022
BUY
$37.88 - $48.01 $27,917 - $35,383
737 Added 8.27%
9,644 $376,000
Q1 2022

Apr 20, 2022
BUY
$44.42 - $51.73 $395,648 - $460,759
8,907 New
8,907 $422,000
Q4 2019

Feb 03, 2020
SELL
$33.63 - $38.03 $121,437 - $137,326
-3,611 Closed
0 $0
Q3 2019

Nov 01, 2019
SELL
$34.78 - $36.12 $259,389 - $269,382
-7,458 Reduced 67.38%
3,611 $252,000
Q2 2019

Aug 01, 2019
BUY
N/A
11,069 New
11,069 $791,000

Others Institutions Holding SCHA

# of Institutions
1,257
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Sigma Planning Corp Portfolio

Follow Sigma Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email