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

Sonora Investment Management Group, LLC

$1.16 Billion
Q1 2025

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 13,502 shares of SCHA stock, worth $308,250. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,502

Previous 14,368 6.03%

Holding current value

$308,250

Previous $371,000 14.56%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$23.16 - $27.04 $20,056 - $23,416	-866 Reduced 6.03%	13,502 $317,000
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

1,261

Shares Held

269M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

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