A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 55 shares of SCHA stock, worth $2,827. This represents 0.0% of its overall portfolio holdings.

Number of Shares
55
Previous 55 -0.0%
Holding current value
$2,827
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$38.13 - $48.02 $8,579 - $10,804
-225 Reduced 80.36%
55 $2,000
Q3 2023

Nov 14, 2023

BUY
$40.85 - $46.1 $6,985 - $7,883
171 Added 156.88%
280 $11,000
Q2 2023

Aug 14, 2023

BUY
$39.91 - $43.82 $39 - $43
1 Added 0.93%
109 $4,000
Q1 2023

May 16, 2023

SELL
$39.82 - $46.36 $3,145 - $3,662
-79 Reduced 42.25%
108 $4,000
Q4 2022

Feb 24, 2023

BUY
$39.61 - $43.54 $2,336 - $2,568
59 Added 46.09%
187 $7,000
Q2 2022

Aug 22, 2022

SELL
N/A
-176 Reduced 57.89%
128 $5,000
Q1 2022

May 12, 2022

SELL
N/A
-139 Reduced 31.38%
304 $14,000
Q4 2021

Feb 08, 2022

BUY
N/A
84 Added 23.4%
443 $45,000
Q4 2020

Feb 03, 2021

SELL
N/A
-162 Reduced 31.09%
359 $32,000
Q3 2020

Nov 12, 2020

BUY
N/A
1 Added 0.19%
521 $36,000
Q2 2020

Aug 06, 2020

BUY
N/A
215 Added 70.49%
520 $34,000
Q1 2020

May 13, 2020

BUY
N/A
305 New
305 $16,000
Q3 2019

Nov 01, 2019

SELL
N/A
-49 Closed
0 $0
Q4 2018

Feb 06, 2019

BUY
N/A
1 Added 2.08%
49 $3,000
Q3 2018

Nov 06, 2018

BUY
N/A
48 New
48 $4,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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