Souders Financial Advisors Schwab Strategic Tr Us Small C Transaction History

Souders Financial Advisors

$683 Million
Q3 2024

A detailed history of Souders Financial Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Souders Financial Advisors holds 223,805 shares of SCHA stock, worth $6.15 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

223,805

Previous 217,175 3.05%

Holding current value

$6.15 Million

Previous $10.3 Million 11.85%

% of portfolio

1.69%

Previous 1.61%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$46.9 - $51.96 $310,947 - $344,494	6,630 Added 3.05%	223,805 $11.5 Million
Q2 2024 Aug 28, 2024	BUY	$45.24 - $49.04 $359,658 - $389,868	7,950 Added 3.8%	217,175 $10.3 Million
Q1 2024 May 08, 2024	BUY	$44.84 - $49.24 $269,981 - $296,474	6,021 Added 2.96%	209,225 $10.3 Million
Q4 2023 Jan 24, 2024	BUY	$38.13 - $48.02 $246,129 - $309,969	6,455 Added 3.28%	203,204 $9.6 Million
Q3 2023 Nov 06, 2023	BUY	$40.85 - $46.1 $294,732 - $332,611	7,215 Added 3.81%	196,749 $8.15 Million
Q2 2023 Aug 09, 2023	BUY	$39.91 - $43.82 $593,302 - $651,428	14,866 Added 8.51%	189,534 $8.3 Million
Q1 2023 May 09, 2023	BUY	$39.82 - $46.36 $318,599 - $370,926	8,001 Added 4.8%	174,668 $7.32 Million
Q4 2022 Feb 13, 2023	BUY	$38.25 - $43.54 $287,754 - $327,551	7,523 Added 4.73%	166,667 $6.75 Million
Q3 2022 Nov 10, 2022	BUY	$37.65 - $45.9 $361,552 - $440,777	9,603 Added 6.42%	159,144 $6.02 Million
Q2 2022 Aug 05, 2022	BUY	$37.88 - $48.01 $292,395 - $370,589	7,719 Added 5.44%	149,541 $5.83 Million
Q1 2022 May 04, 2022	BUY	$44.42 - $51.73 $3.35 Million - $3.9 Million	75,349 Added 113.35%	141,822 $6.72 Million
Q4 2021 Feb 04, 2022	BUY	$48.64 - $55.07 $125,539 - $142,135	2,581 Added 4.04%	66,473 $6.81 Million
Q3 2021 Nov 03, 2021	BUY	$48.3 - $52.49 $79,115 - $85,978	1,638 Added 2.63%	63,892 $6.4 Million
Q2 2021 Aug 09, 2021	SELL	$48.39 - $52.91 $534,515 - $584,443	-11,046 Reduced 15.07%	62,254 $6.49 Million
Q1 2021 May 13, 2021	BUY	$43.89 - $52.63 $6,890 - $8,262	157 Added 0.21%	73,300 $7.31 Million
Q4 2020 Feb 09, 2021	BUY	$34.66 - $45.17 $66,408 - $86,545	1,916 Added 2.69%	73,143 $6.51 Million
Q3 2020 Nov 12, 2020	BUY	$32.09 - $36.38 $284,798 - $322,872	8,875 Added 14.23%	71,227 $5.58 Million
Q2 2020 Aug 11, 2020	BUY	$23.59 - $35.22 $1 Million - $1.5 Million	42,486 Added 213.86%	62,352 $4.07 Million
Q1 2020 May 12, 2020	BUY	$22.29 - $38.7 $442,813 - $768,814	19,866 New	19,866 $1.02 Million

Others Institutions Holding SCHA

# of Institutions

1,135

Shares Held

233M

Call Options Held

44.7K

Put Options Held

32.4K

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About SCHWAB STRATEGIC TR US SMALL-C

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Souders Financial Advisors Schwab Strategic Tr Us Small C Transaction History