Strategic Equity Management Schwab Strategic Tr Us Small C Transaction History

Strategic Equity Management

  • $207 Million
  • Q1 2025

A detailed history of Strategic Equity Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Equity Management holds 40,927 shares of SCHA stock, worth $996,163. This represents 0.46% of its overall portfolio holdings.

Number of Shares
40,927
Previous 45,123 9.3%
Holding current value
$996,163
Previous $1.17 Million 17.67%
% of portfolio
0.46%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$23.16 - $27.04 $97,179 - $113,459
-4,196 Reduced 9.3%
40,927 $960,000
Q4 2024

Feb 07, 2025
BUY
$25.33 - $51.16 $379,367 - $766,223
14,977 Added 49.68%
45,123 $1.17 Million
Q3 2024

Nov 05, 2024
BUY
$46.9 - $51.96 $711,379 - $788,129
15,168 Added 101.27%
30,146 $1.55 Million
Q2 2024

Jul 31, 2024
BUY
$45.24 - $49.04 $281,211 - $304,832
6,216 Added 70.94%
14,978 $710,000
Q1 2024

Apr 16, 2024
BUY
$44.84 - $49.24 $392,888 - $431,440
8,762 New
8,762 $431,000

Others Institutions Holding SCHA

# of Institutions
1,256
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
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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