Spire Wealth Management Schwab Strategic Tr Us Small C Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Spire Wealth Management holds 11,684 shares of SCHA stock, worth $265,694. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,684

Previous 13,993 16.5%

Holding current value

$265,694

Previous $361,000 24.38%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	SELL	$23.16 - $27.04 $53,476 - $62,435	-2,309 Reduced 16.5%	11,684 $273,000
Q4 2024 Jan 24, 2025	BUY	$25.33 - $51.16 $180,982 - $365,538	7,145 Added 104.34%	13,993 $361,000
Q3 2024 Oct 15, 2024	SELL	$46.9 - $51.96 $25,513 - $28,266	-544 Reduced 7.36%	6,848 $352,000
Q2 2024 Jul 31, 2024	SELL	$45.24 - $49.04 $878,153 - $951,915	-19,411 Reduced 72.42%	7,392 $350,000
Q1 2024 Apr 24, 2024	BUY	$44.84 - $49.24 $70,488 - $77,405	1,572 Added 6.23%	26,803 $1.32 Million
Q4 2023 Feb 06, 2024	BUY	$38.13 - $48.02 $66,574 - $83,842	1,746 Added 7.43%	25,231 $1.19 Million
Q3 2023 Nov 08, 2023	BUY	$40.85 - $46.1 $10,253 - $11,571	251 Added 1.08%	23,485 $972,000
Q2 2023 Aug 09, 2023	SELL	$39.91 - $43.82 $41,745 - $45,835	-1,046 Reduced 4.31%	23,234 $1.02 Million
Q1 2023 May 09, 2023	BUY	$39.82 - $46.36 $773,423 - $900,450	19,423 Added 399.9%	24,280 $1.02 Million
Q4 2022 Feb 03, 2023	BUY	$38.25 - $43.54 $48,462 - $55,165	1,267 Added 35.29%	4,857 $197,000
Q3 2022 Nov 07, 2022	SELL	$37.65 - $45.9 $191,186 - $233,080	-5,078 Reduced 58.58%	3,590 $136,000
Q2 2022 Jul 22, 2022	SELL	$37.88 - $48.01 $1.5 Million - $1.9 Million	-39,631 Reduced 82.05%	8,668 $338,000
Q1 2022 Apr 18, 2022	BUY	$44.42 - $51.73 $1.36 Million - $1.58 Million	30,575 Added 172.51%	48,299 $2.31 Million
Q4 2021 Jan 14, 2022	SELL	$48.64 - $55.07 $1,410 - $1,597	-29 Reduced 0.16%	17,724 $1.82 Million
Q3 2021 Oct 22, 2021	SELL	$48.3 - $52.49 $40,958 - $44,511	-848 Reduced 4.56%	17,753 $1.78 Million
Q2 2021 Jul 26, 2021	BUY	$48.39 - $52.91 $71,859 - $78,571	1,485 Added 8.68%	18,601 $1.94 Million
Q1 2021 May 21, 2021	BUY	$43.89 - $52.63 $751,221 - $900,815	17,116 New	17,116 $1.71 Million

Others Institutions Holding SCHA

# of Institutions

1,260

Shares Held

274M

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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Spire Wealth Management Schwab Strategic Tr Us Small C Transaction History