Sonora Investment Management Group, LLC Schwab Strategic Tr Us Small C Transaction History

Sonora Investment Management Group, LLC

$1.19 Billion
Q4 2024

A detailed history of Sonora Investment Management Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sonora Investment Management Group, LLC holds 14,368 shares of SCHA stock, worth $363,079. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,368

Previous 6,897 108.32%

Holding current value

$363,079

Previous $355,000 4.51%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$25.33 - $51.16 $189,240 - $382,216	7,471 Added 108.32%	14,368 $371,000
Q3 2024 Oct 15, 2024	BUY	$46.9 - $51.96 $97,927 - $108,492	2,088 Added 43.42%	6,897 $355,000
Q1 2024 May 13, 2024	SELL	$44.84 - $49.24 $28,383 - $31,168	-633 Reduced 11.63%	4,809 $236,000
Q4 2023 Feb 14, 2024	BUY	$38.13 - $48.02 $207,503 - $261,324	5,442 New	5,442 $257,000
Q2 2023 Aug 10, 2023	BUY	$39.91 - $43.82 $25,263 - $27,738	633 Added 7.98%	8,561 $374,000
Q1 2023 May 12, 2023	SELL	$39.82 - $46.36 $338,151 - $393,689	-8,492 Reduced 51.72%	7,928 $332,000
Q4 2022 Feb 13, 2023	BUY	$38.25 - $43.54 $628,065 - $714,926	16,420 New	16,420 $665,000

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

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Sonora Investment Management Group, LLC Schwab Strategic Tr Us Small C Transaction History