A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 368,690 shares of SCHA stock, worth $9.59 Million. This represents 12.57% of its overall portfolio holdings.

Number of Shares
368,690
Previous 380,031 2.98%
Holding current value
$9.59 Million
Previous $18 Million 5.3%
% of portfolio
12.57%
Previous 13.01%

Shares

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

Oct 25, 2024

SELL
$46.9 - $51.96 $531,892 - $589,278
-11,341 Reduced 2.98%
368,690 $19 Million
Q2 2024

Aug 09, 2024

BUY
$45.24 - $49.04 $1.29 Million - $1.4 Million
28,523 Added 8.11%
380,031 $18 Million
Q1 2024

Apr 22, 2024

BUY
$44.84 - $49.24 $605,609 - $665,035
13,506 Added 4.0%
351,508 $17.3 Million
Q4 2023

Feb 12, 2024

BUY
$38.13 - $48.02 $840,423 - $1.06 Million
22,041 Added 6.98%
338,002 $16 Million
Q3 2023

Nov 09, 2023

BUY
$40.85 - $46.1 $193,669 - $218,560
4,741 Added 1.52%
315,961 $13.1 Million
Q2 2023

Aug 10, 2023

BUY
$39.91 - $43.82 $382,976 - $420,496
9,596 Added 3.18%
311,220 $13.6 Million
Q1 2023

May 10, 2023

BUY
$39.82 - $46.36 $307,848 - $358,409
7,731 Added 2.63%
301,624 $12.6 Million
Q4 2022

Feb 14, 2023

SELL
$38.25 - $43.54 $112,761 - $128,355
-2,948 Reduced 0.99%
293,893 $11.9 Million
Q3 2022

Nov 14, 2022

BUY
$37.65 - $45.9 $11,935 - $14,550
317 Added 0.11%
296,841 $11.2 Million
Q2 2022

Aug 03, 2022

BUY
$37.88 - $48.01 $129,132 - $163,666
3,409 Added 1.16%
296,524 $11.6 Million
Q1 2022

May 05, 2022

BUY
$44.42 - $51.73 $5.77 Million - $6.72 Million
129,915 Added 79.6%
293,115 $13.9 Million
Q4 2021

Feb 07, 2022

SELL
$48.64 - $55.07 $139,791 - $158,271
-2,874 Reduced 1.73%
163,200 $16.7 Million
Q3 2021

Nov 09, 2021

BUY
$48.3 - $52.49 $88,340 - $96,004
1,829 Added 1.11%
166,074 $16.6 Million
Q2 2021

Aug 06, 2021

SELL
$48.39 - $52.91 $482,545 - $527,618
-9,972 Reduced 5.72%
164,245 $17.1 Million
Q1 2021

May 07, 2021

BUY
$43.89 - $52.63 $480,858 - $576,614
10,956 Added 6.71%
174,217 $17.4 Million
Q4 2020

Feb 11, 2021

SELL
$34.66 - $45.17 $260,885 - $339,994
-7,527 Reduced 4.41%
163,261 $14.5 Million
Q3 2020

Nov 09, 2020

BUY
$32.09 - $36.38 $109,330 - $123,946
3,407 Added 2.04%
170,788 $11.7 Million
Q2 2020

Aug 07, 2020

SELL
$23.59 - $35.22 $264,042 - $394,217
-11,193 Reduced 6.27%
167,381 $10.9 Million
Q1 2020

Apr 21, 2020

SELL
$22.29 - $38.7 $295,632 - $513,278
-13,263 Reduced 6.91%
178,574 $9.2 Million
Q4 2019

Feb 13, 2020

BUY
$33.63 - $38.03 $6.45 Million - $7.3 Million
191,837 New
191,837 $14.5 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Strategic Financial Planning, Inc. Portfolio

Follow Strategic Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Planning, Inc. with notifications on news.