Strategic Family Wealth Counselors, L.L.C. Schwab Strategic Tr Us Small C Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $253 Million
  • Q1 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 165,387 shares of SCHA stock, worth $7.8 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
165,387
Previous 153,485 7.75%
Holding current value
$7.8 Million
Previous $7.25 Million 12.32%
% of portfolio
3.22%
Previous 3.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$44.84 - $49.24 $533,685 - $586,054
11,902 Added 7.75%
165,387 $8.14 Million
Q4 2023

Jan 29, 2024
SELL
$38.13 - $48.02 $72,561 - $91,382
-1,903 Reduced 1.22%
153,485 $7.25 Million
Q3 2023

Nov 13, 2023
BUY
$40.85 - $46.1 $109,478 - $123,548
2,680 Added 1.75%
155,388 $6.44 Million
Q2 2023

Aug 10, 2023
BUY
$39.91 - $43.82 $19,955 - $21,910
500 Added 0.33%
152,708 $6.69 Million
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $321,307 - $374,078
-8,069 Reduced 5.03%
152,208 $6.38 Million
Q4 2022

Jan 25, 2023
BUY
$39.61 - $43.54 $62,306 - $68,488
1,573 Added 0.99%
160,277 $0
Q3 2022

Nov 10, 2022
SELL
N/A
-1,476 Reduced 0.92%
158,704 $6 Million
Q2 2022

Aug 11, 2022
BUY
N/A
780 Added 0.49%
160,180 $6.25 Million
Q1 2022

May 04, 2022
BUY
N/A
81,601 Added 104.89%
159,400 $7.55 Million
Q4 2021

Feb 08, 2022
BUY
N/A
857 Added 1.11%
77,799 $7.97 Million
Q3 2021

Nov 09, 2021
BUY
N/A
6,097 Added 8.61%
76,942 $7.7 Million
Q2 2021

Jul 29, 2021
BUY
N/A
5,960 Added 9.19%
70,845 $7.38 Million
Q1 2021

May 10, 2021
BUY
N/A
2,052 Added 3.27%
64,885 $6.47 Million
Q4 2020

Feb 16, 2021
BUY
N/A
3,688 Added 6.24%
62,833 $5.59 Million
Q3 2020

Oct 26, 2020
BUY
N/A
7,416 Added 14.34%
59,145 $4.04 Million
Q2 2020

Jul 13, 2020
SELL
N/A
-12,956 Reduced 20.03%
51,729 $3.38 Million
Q1 2020

Apr 16, 2020
BUY
N/A
22,544 Added 53.5%
64,685 $3.33 Million
Q4 2019

Jan 17, 2020
BUY
N/A
1,399 Added 3.43%
42,141 $3.19 Million
Q3 2019

Oct 17, 2019
BUY
N/A
2,010 Added 5.19%
40,742 $2.84 Million
Q2 2019

Jul 17, 2019
BUY
N/A
3,565 Added 10.14%
38,732 $2.77 Million
Q1 2019

Apr 26, 2019
BUY
N/A
13,732 Added 64.06%
35,167 $2.46 Million
Q4 2018

Jan 18, 2019
BUY
N/A
21,435 New
21,435 $1.3 Million

Others Institutions Holding SCHA

# of Institutions
1,103
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
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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