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

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025

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 640 shares of SCHA stock, worth $14,028. This represents 0.0% of its overall portfolio holdings.

Number of Shares
640
Previous 640 -0.0%
Holding current value
$14,028
Previous $16,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 28, 2025
BUY
$25.33 - $51.16 $8,105 - $16,371
320 Added 100.0%
640 $16,000
Q3 2024

Oct 08, 2024
SELL
$46.9 - $51.96 $703 - $779
-15 Reduced 4.48%
320 $16,000
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
1,260
Shares Held
274M
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
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