Stockman Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Stockman Wealth Management, Inc.

  • $623 Million
  • Q3 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 9,522 shares of SCHA stock, worth $267,663. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,522
Previous 9,307 2.31%
Holding current value
$267,663
Previous $441,000 11.11%
% of portfolio
0.08%
Previous 0.08%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$46.9 - $51.96 $10,083 - $11,171
215 Added 2.31%
9,522 $490,000
Q2 2024

Jul 31, 2024
BUY
$45.24 - $49.04 $38,408 - $41,634
849 Added 10.04%
9,307 $441,000
Q1 2024

Apr 17, 2024
BUY
$44.84 - $49.24 $3,407 - $3,742
76 Added 0.91%
8,458 $416,000
Q4 2023

Feb 01, 2024
BUY
$38.13 - $48.02 $1,906 - $2,401
50 Added 0.6%
8,382 $395,000
Q3 2023

Oct 31, 2023
SELL
$40.85 - $46.1 $12,255 - $13,830
-300 Reduced 3.48%
8,332 $345,000
Q2 2023

Aug 02, 2023
SELL
$39.91 - $43.82 $9,179 - $10,078
-230 Reduced 2.6%
8,632 $378,000
Q4 2022

Feb 07, 2023
BUY
$38.25 - $43.54 $12,048 - $13,715
315 Added 3.69%
8,862 $358,000
Q3 2022

Nov 07, 2022
SELL
$37.65 - $45.9 $8,471 - $10,327
-225 Reduced 2.56%
8,547 $323,000
Q2 2022

Jul 28, 2022
BUY
$37.88 - $48.01 $21,970 - $27,845
580 Added 7.08%
8,772 $342,000
Q1 2022

May 05, 2022
BUY
$44.42 - $51.73 $130,639 - $152,137
2,941 Added 56.01%
8,192 $388,000
Q4 2021

Feb 08, 2022
BUY
$48.64 - $55.07 $12,160 - $13,767
250 Added 5.0%
5,251 $538,000
Q2 2021

Aug 12, 2021
SELL
$48.39 - $52.91 $3,387 - $3,703
-70 Reduced 1.38%
5,001 $521,000
Q1 2021

May 05, 2021
SELL
$43.89 - $52.63 $61,226 - $73,418
-1,395 Reduced 21.57%
5,071 $505,000
Q4 2020

Feb 08, 2021
SELL
$34.66 - $45.17 $31,193 - $40,653
-900 Reduced 12.22%
6,466 $575,000
Q3 2020

Nov 06, 2020
SELL
$32.09 - $36.38 $31,287 - $35,470
-975 Reduced 11.69%
7,366 $503,000
Q2 2020

Aug 11, 2020
SELL
$23.59 - $35.22 $117 - $176
-5 Reduced 0.06%
8,341 $545,000
Q1 2020

May 06, 2020
BUY
$22.29 - $38.7 $21,799 - $37,848
978 Added 13.27%
8,346 $430,000
Q4 2019

Feb 07, 2020
BUY
$33.63 - $38.03 $8,575 - $9,697
255 Added 3.58%
7,368 $557,000
Q3 2019

Nov 12, 2019
BUY
$34.78 - $36.12 $3,130 - $3,250
90 Added 1.28%
7,113 $496,000
Q2 2019

Aug 08, 2019
SELL
N/A
-186 Reduced 2.58%
7,023 $502,000
Q1 2019

May 07, 2019
SELL
N/A
-1,925 Reduced 21.08%
7,209 $504,000
Q4 2018

Feb 08, 2019
BUY
N/A
3,321 Added 57.13%
9,134 $554,000
Q3 2018

Nov 02, 2018
SELL
N/A
-35 Reduced 0.6%
5,813 $443,000
Q1 2018

May 10, 2018
SELL
N/A
-415 Reduced 6.63%
5,848 $404,000
Q4 2017

Feb 12, 2018
SELL
N/A
-215 Reduced 3.32%
6,263 $437,000
Q3 2017

Nov 14, 2017
BUY
N/A
6,478
6,478 $436,000

Others Institutions Holding SCHA

# of Institutions
1,146
Shares Held
147M
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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