Spire Wealth Management Schwab Strategic Tr Us Small C Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

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 26,803 shares of SCHA stock, worth $1.27 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

26,803

Previous 25,231 6.23%

Holding current value

$1.27 Million

Previous $1.19 Million 10.75%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$39.61 - $43.54 $50,185 - $55,165	1,267 Added 35.29%	4,857 $197,000
Q3 2022 Nov 07, 2022	SELL	N/A	-5,078 Reduced 58.58%	3,590 $136,000
Q2 2022 Jul 22, 2022	SELL	N/A	-39,631 Reduced 82.05%	8,668 $338,000
Q1 2022 Apr 18, 2022	BUY	N/A	30,575 Added 172.51%	48,299 $2.31 Million
Q4 2021 Jan 14, 2022	SELL	N/A	-29 Reduced 0.16%	17,724 $1.82 Million
Q3 2021 Oct 22, 2021	SELL	N/A	-848 Reduced 4.56%	17,753 $1.78 Million
Q2 2021 Jul 26, 2021	BUY	N/A	1,485 Added 8.68%	18,601 $1.94 Million
Q1 2021 May 21, 2021	BUY	N/A	17,116 New	17,116 $1.71 Million

Others Institutions Holding SCHA

# of Institutions

1,102

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Spire Wealth Management Schwab Strategic Tr Us Small C Transaction History