Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Signature Estate & Investment Advisors LLC

  • $3.94 Billion
  • Q4 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 116,781 shares of SCHA stock, worth $2.95 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
116,781
Previous 55,870 109.02%
Holding current value
$2.95 Million
Previous $2.88 Million 4.94%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Feb 11, 2025
BUY
$25.33 - $51.16 $1.54 Million - $3.12 Million
60,911 Added 109.02%
116,781 $3.02 Million
Q3 2024

Nov 06, 2024
BUY
$46.9 - $51.96 $83,763 - $92,800
1,786 Added 3.3%
55,870 $2.88 Million
Q2 2024

Jul 25, 2024
BUY
$45.24 - $49.04 $2.45 Million - $2.65 Million
54,084 New
54,084 $2.57 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-1,477 Closed
0 $0
Q3 2018

Oct 18, 2018
SELL
N/A
-1,593 Reduced 51.89%
1,477 $112,000
Q2 2018

Jul 24, 2018
SELL
N/A
-13,149 Reduced 81.07%
3,070 $226,000
Q1 2018

Apr 16, 2018
BUY
N/A
368 Added 2.32%
16,219 $1.12 Million
Q4 2017

Feb 02, 2018
BUY
N/A
351 Added 2.26%
15,851 $1.11 Million
Q3 2017

Nov 07, 2017
BUY
N/A
227 Added 1.49%
15,500 $1.04 Million
Q2 2017

Aug 14, 2017
BUY
N/A
15,273
15,273 $976,000

Others Institutions Holding SCHA

# of Institutions
1,248
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
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 Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors LLC 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 Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email