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

Sonora Investment Management Group, LLC

  • $1.18 Billion
  • Q3 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 6,897 shares of SCHA stock, worth $185,667. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,897
Previous 4,809 43.42%
Holding current value
$185,667
Previous $228,000 55.7%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,144
Shares Held
146M
Call Options Held
55.6K
Put Options Held
7.8K
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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