Soa Wealth Advisors, Llc. Schwab Strategic Tr Us Small C Transaction History

Soa Wealth Advisors, Llc.

  • $491 Million
  • Q2 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 335 shares of SCHA stock, worth $17,225. This represents 0.0% of its overall portfolio holdings.

Number of Shares
335
Previous 585 42.74%
Holding current value
$17,225
Previous $28,000 46.43%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$45.24 - $49.04 $11,310 - $12,260
-250 Reduced 42.74%
335 $15,000
Q1 2024

Apr 10, 2024
BUY
$44.84 - $49.24 $8,385 - $9,207
187 Added 46.98%
585 $28,000
Q1 2022

Apr 07, 2022
BUY
$44.42 - $51.73 $10,571 - $12,311
238 Added 148.75%
398 $18,000
Q4 2020

Mar 10, 2021
BUY
$34.66 - $45.17 $5,545 - $7,227
160 New
160 $16,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
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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